Pinnacle Wealth Management Group, Inc. VMBS Holdings History
Pinnacle Wealth Management Group, Inc.'s Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 161,382.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $7.47 Mil. This investment constitutes 5.21% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.04% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2024Q3. And since then Pinnacle Wealth Management Group, Inc. has made 3 purchases of VMBS, at an average price of $46.51, for a total of 161,382.00 shares. Based on historical transaction data and VMBS's current price of $45.92, Pinnacle Wealth Management Group, Inc.'s estimated gain on his VMBS holdings is $-94,420.10, reflecting a -1.26% gain to date.
Pinnacle Wealth Management Group, Inc. VMBS ($45.92) Holding Chart
Pinnacle Wealth Management Group, Inc. VMBS ($45.92) 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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