Pinnacle Wealth Planning Services, Inc. Closed Holding Positions

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
VMI Valmont Industries Inc Industrials	Q1 2021 Filed on Apr 29, 2021	11	$173.21 - $248.51 $1.91K - $2.73K
VVV Valvoline Inc Energy	Q1 2021 Filed on Apr 29, 2021	301	$22.75 - $26.78 $6.85K - $8.06K
VKQ Invesco Municipal Trust Financial Services	Q1 2021 Filed on Apr 29, 2021	1,847	$12.53 - $13.33 $23.1K - $24.6K
VOX Vanguard Communication Service ETFs	Q1 2021 Filed on Apr 29, 2021	110	$117.72 - $135.22 $12.9K - $14.9K
VGK Vanguard Ftse Europe ETF Ftse ETFs	Q1 2021 Filed on Apr 29, 2021	100	$59.7 - $63.96 $5.97K - $6.4K
VUG Vanguard Growth ETF ETFs	Q1 2021 Filed on Apr 29, 2021	174	$243.15 - $268.9 $42.3K - $46.8K
VYM Vanguard Whitehall Fds (Vangua ETFs	Q1 2021 Filed on Apr 29, 2021	14	$90.4 - $101.83 $1.27K - $1.43K
VOE Vanguard Mid Cap Value Index F ETFs	Q1 2021 Filed on Apr 29, 2021	50	$116.81 - $138.13 $5.84K - $6.91K
VIS Vanguard Industrial ETF ETFs	Q1 2021 Filed on Apr 29, 2021	60	$164.98 - $189.86 $9.9K - $11.4K
VGT Vanguard Information Technolog ETFs	Q1 2021 Filed on Apr 29, 2021	56	$339.41 - $380.61 $19K - $21.3K
BIV Vanguard Bd Index Fd Inc Inter ETFs	Q1 2021 Filed on Apr 29, 2021	283	$88.61 - $92.83 $25.1K - $26.3K
VNQ Vanguard Specialized Funds Van ETFs	Q1 2021 Filed on Apr 29, 2021	674	$81.97 - $92.98 $55.2K - $62.7K
BSV Vanguard Bd Index Fd Inc Short ETFs	Q1 2021 Filed on Apr 29, 2021	265	$82.08 - $82.89 $21.8K - $22K
VGSH Vanguard ETFs	Q1 2021 Filed on Apr 29, 2021	186	$61.49 - $61.63 $11.4K - $11.5K
VBK Vanguard Small Cap Growth ETF ETFs	Q1 2021 Filed on Apr 29, 2021	70	$262.76 - $302.04 $18.4K - $21.1K
Varian Med Sys Inc Com	Q1 2021 Filed on Apr 29, 2021	226	N/A
VGR Vector Group LTD Consumer Defensive	Q1 2021 Filed on Apr 29, 2021	347	$11.63 - $15.15 $4.04K - $5.26K
VVX V2 X, Inc. Industrials	Q1 2021 Filed on Apr 29, 2021	6	$48.13 - $59.87 $289 - $359
VECO Veeco Instruments Inc Technology	Q1 2021 Filed on Apr 29, 2021	132	$17.76 - $22.7 $2.34K - $3K
VEEV Veeva Systems Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	55	$241.17 - $318.09 $13.3K - $17.5K
VRNT Verint Systems Inc Technology	Q1 2021 Filed on Apr 29, 2021	758	$33.65 - $52.0 $25.5K - $39.4K
VBTX Veritex Holdings, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	361	$25.47 - $33.44 $9.19K - $12.1K
VRTV Veritiv Corp Industrials	Q1 2021 Filed on Apr 29, 2021	56	$18.32 - $45.71 $1.03K - $2.56K
VRRM Verra Mobility Corp Industrials	Q1 2021 Filed on Apr 29, 2021	194	$12.67 - $14.94 $2.46K - $2.9K
VICI Vici Properties Inc. Real Estate	Q1 2021 Filed on Apr 29, 2021	98	$24.65 - $29.22 $2.42K - $2.86K
VICR Vicor Corp Technology	Q1 2021 Filed on Apr 29, 2021	245	$82.53 - $102.96 $20.2K - $25.2K
VIPS Vipshop Holdings LTD Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	63	$27.42 - $45.58 $1.73K - $2.87K
SPCE Virgin Galactic Holdings, Inc Industrials	Q1 2021 Filed on Apr 29, 2021	8	$23.21 - $59.41 $186 - $475
VIRT Virtu Financial, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	51	$24.08 - $31.05 $1.23K - $1.58K
VGI Virtus Global Multi Sector Income Fund Financial Services	Q1 2021 Filed on Apr 29, 2021	516	$11.67 - $12.24 $6.02K - $6.32K
VRTS Virtus Investment Partners, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	144	$203.92 - $263.77 $29.4K - $38K
Virtusa Corp Com	Q1 2021 Filed on Apr 29, 2021	44	N/A
VSH Vishay Intertechnology Inc Technology	Q1 2021 Filed on Apr 29, 2021	14	$20.89 - $25.21 $292 - $353
VSTO Vista Outdoor Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	374	$24.19 - $36.23 $9.05K - $13.6K
VC Visteon Corp Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	321	$117.38 - $145.14 $37.7K - $46.6K
VMW Vmware, Inc. Technology	Q1 2021 Filed on Apr 29, 2021	1,114	$132.3 - $154.61 $147K - $172K
VG Vonage Holdings Corp Communication Services	Q1 2021 Filed on Apr 29, 2021	1,640	$11.04 - $15.35 $18.1K - $25.2K
VNT Vontier Corp Technology	Q1 2021 Filed on Apr 29, 2021	322	$30.27 - $35.9 $9.75K - $11.6K
VNO Vornado Realty Trust Real Estate	Q1 2021 Filed on Apr 29, 2021	155	$35.27 - $49.04 $5.47K - $7.6K
VOYA Voya Financial, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	2,385	$54.98 - $64.5 $131K - $154K
IDE Voya Infrastructure, Industrials & Materials Fund Financial Services	Q1 2021 Filed on Apr 29, 2021	1,698	$10.33 - $12.38 $17.5K - $21K
WNC Wabash National Corp Industrials	Q1 2021 Filed on Apr 29, 2021	290	$15.95 - $20.44 $4.63K - $5.93K
Waddell & Reed Finl Cl A	Q1 2021 Filed on Apr 29, 2021	1,225	N/A
WBA Walgreens Boots Alliance, Inc. Healthcare	Q1 2021 Filed on Apr 29, 2021	1,535	$41.16 - $55.05 $63.2K - $84.5K
WD Walker & Dunlop, Inc. Financial Services	Q1 2021 Filed on Apr 29, 2021	635	$81.84 - $112.19 $52K - $71.2K
HCC Warrior Met Coal, Inc. Basic Materials	Q1 2021 Filed on Apr 29, 2021	32	$15.96 - $25.63 $511 - $820
ELME Elme Communities	Q1 2021 Filed on Apr 29, 2021	2,108	N/A
WAT Waters Corp Healthcare	Q1 2021 Filed on Apr 29, 2021	63	$250.15 - $291.31 $15.8K - $18.4K
WTS Watts Water Technologies Inc Industrials	Q1 2021 Filed on Apr 29, 2021	29	$114.09 - $130.6 $3.31K - $3.79K
W Wayfair Inc. Consumer Cyclical	Q1 2021 Filed on Apr 29, 2021	10	$236.46 - $345.47 $2.36K - $3.45K

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