Pinnacle Wealth Management Advisory Group, LLC Vanguard Small Cap Value ETF Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,625 shares of VBR stock, worth $339,592. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,625
Previous 1,625 -0.0%
Holding current value
$339,592
Previous $316,000 7.28%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$162.76 - $195.77 $35,318 - $42,482
-217 Reduced 11.78%
1,625 $316,000
Q1 2025

May 07, 2025
BUY
$183.02 - $207.75 $6,771 - $7,686
37 Added 2.05%
1,842 $343,000
Q4 2024

Jan 30, 2025
SELL
$197.36 - $217.3 $2,170 - $2,390
-11 Reduced 0.61%
1,805 $357,000
Q3 2024

Oct 16, 2024
BUY
$179.99 - $201.6 $26,098 - $29,232
145 Added 8.68%
1,816 $364,000
Q2 2024

Jul 25, 2024
BUY
$177.65 - $191.11 $31,266 - $33,635
176 Added 11.77%
1,671 $304,000
Q1 2024

Apr 30, 2024
SELL
$172.45 - $191.88 $7,760 - $8,634
-45 Reduced 2.92%
1,495 $286,000
Q4 2023

Feb 06, 2024
BUY
$149.18 - $181.94 $229,737 - $280,187
1,540 New
1,540 $277,000
Q2 2022

Aug 01, 2022
SELL
$146.67 - $178.24 $231,885 - $281,797
-1,581 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$165.62 - $182.58 $261,845 - $288,658
1,581 New
1,581 $278,000

Others Institutions Holding VBR

# of Institutions
1,768
Shares Held
91.2M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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.

Choose your preferred platform and Sign Up 👇 Telegram Email