Pinnacle Wealth Management Advisory Group, LLC VB Holdings History
Pinnacle Wealth Management Advisory Group, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 144,096.00 shares of Vanguard Small Cap ETF(VB), totaling $31.95 Mil. This investment constitutes 2.98% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.05% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2015Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 23 purchases of VB, at an average price of $168.35, for a total of 194,203.00 shares. In addition, there have been 7 sales at an average price of $177.33 for 50,107.00 shares. Based on historical transaction data and VB's current price of $243.27, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his VB holdings is $11.24 Mil, reflecting a 34.39% gain to date.
Pinnacle Wealth Management Advisory Group, LLC VB ($243.27) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC VB ($243.27) 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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