A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 4,323 shares of BSV stock, worth $338,750. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,323
Previous 6,689 35.37%
Holding current value
$338,750
Previous $516,000 34.5%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025

SELL
$76.94 - $78.28 $182,040 - $185,210
-2,366 Reduced 35.37%
4,323 $338,000
Q4 2024

Jan 30, 2025

BUY
$77.02 - $78.58 $232,215 - $236,918
3,015 Added 82.06%
6,689 $516,000
Q3 2024

Oct 16, 2024

SELL
$76.38 - $78.87 $107,619 - $111,127
-1,409 Reduced 27.72%
3,674 $289,000
Q2 2024

Jul 25, 2024

BUY
$75.81 - $76.76 $385,342 - $390,171
5,083 New
5,083 $389,000

Others Institutions Holding BSV

About VANGUARD BD INDEX FD INC SHORT


  • Ticker BSV
  • Sector ETFs
  • Industry ETFs
More about BSV
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.