Pinnacle Wealth Management Advisory Group, LLC VTI Holdings History
Pinnacle Wealth Management Advisory Group, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 116,759.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $32.09 Mil. This investment constitutes 2.99% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 24 purchases of VTI, at an average price of $195.38, for a total of 141,653.00 shares. In addition, there have been 6 sales at an average price of $172.70 for 24,894.00 shares. Based on historical transaction data and VTI's current price of $309.09, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his VTI holdings is $12.71 Mil, reflecting a 45.93% gain to date.
Pinnacle Wealth Management Advisory Group, LLC VTI ($309.09) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC VTI ($309.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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