Pinnacle Wealth Planning Services, Inc. Vanguard Total World Stk Index Transaction History

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 4,921 shares of VT stock, worth $686,331. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,921

Previous 4,921 -0.0%

Holding current value

$686,331

Previous $570,000 10.88%

% of portfolio

0.08%

Previous 0.09%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$115.08 - $123.97 $31,647 - $34,091	275 Added 5.92%	4,921 $570,000
Q4 2024 Feb 06, 2025	BUY	$117.09 - $123.07 $544,000 - $571,783	4,646 New	4,646 $545,000

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

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About VANGUARD TOTAL WORLD STK INDEX

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Pinnacle Wealth Planning Services, Inc. Vanguard Total World Stk Index Transaction History