Pinnacle Wealth Management Advisory Group, LLC Vanguard Total World Stk Index Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,935 shares of VT stock, worth $253,098. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,935

Previous 8,417 77.01%

Holding current value

$253,098

Previous $988,000 77.33%

% of portfolio

0.02%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$115.08 - $123.97 $745,948 - $803,573	-6,482 Reduced 77.01%	1,935 $224,000
Q4 2024 Jan 30, 2025	SELL	$117.09 - $123.07 $1.03 Million - $1.08 Million	-8,783 Reduced 51.06%	8,417 $988,000
Q1 2024 Apr 30, 2024	SELL	$100.68 - $110.5 $59,099 - $64,863	-587 Reduced 3.3%	17,200 $1.9 Million
Q4 2023 Feb 06, 2024	SELL	$88.97 - $103.1 $36,477 - $42,271	-410 Reduced 2.25%	17,787 $1.83 Million
Q4 2022 Feb 06, 2023	BUY	$78.67 - $91.07 $1.11 Million - $1.29 Million	14,130 Added 347.43%	18,197 $1.57 Million
Q2 2022 Aug 01, 2022	BUY	$83.88 - $102.77 $341,139 - $417,965	4,067 New	4,067 $347,000

Others Institutions Holding VT

# of Institutions

1,124

Shares Held

111M

Call Options Held

315K

Put Options Held

120K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Pinnacle Wealth Management Advisory Group, LLC Vanguard Total World Stk Index Transaction History