Pinnacle Wealth Management Group, Inc. Vanguard Mortg Backed Sec ETF Transaction History
Pinnacle Wealth Management Group, Inc.
- $148 Million
- Q2 2025
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 168,448 shares of VMBS stock, worth $7.79 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
168,448
Previous 161,382
4.38%
Holding current value
$7.79 Million
Previous $7.47 Million
4.51%
% of portfolio
5.28%
Previous 6.28%
Shares
4 transactions
Others Institutions Holding VMBS
# of Institutions
688Shares Held
376MCall Options Held
100Put Options Held
11.4K-
Charles Schwab Investment Management Inc San Francisco, CA110MShares$5.1 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC52.5MShares$2.43 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY48.7MShares$2.25 Billion0.18% of portfolio
-
Envestnet Asset Management Inc21.1MShares$975 Million0.3% of portfolio
-
Assetmark, Inc8.61MShares$398 Million0.96% of portfolio