Pinnacle Wealth Management Group, Inc. VPU Holdings History
Pinnacle Wealth Management Group, Inc.'s Vanguard Utilities ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Group, Inc. held 13,717.00 shares of Vanguard Utilities ETF(VPU), totaling $2.34 Mil. This investment constitutes 1.63% of their stock portfolio, and Pinnacle Wealth Management Group, Inc. now holds 0.03% of the outstanding Vanguard Utilities ETF(VPU) stock.
The initial trade took place in 2022Q3. And since then Pinnacle Wealth Management Group, Inc. has made 3 purchases of VPU, at an average price of $164.47, for a total of 23,233.00 shares. In addition, there have been 2 sales at an average price of $145.93 for 9,516.00 shares. Based on historical transaction data and VPU's current price of $181.10, Pinnacle Wealth Management Group, Inc.'s estimated gain on his VPU holdings is $51,666.90, reflecting a 1.35% gain to date.
Pinnacle Wealth Management Group, Inc. VPU ($181.10) Holding Chart
Pinnacle Wealth Management Group, Inc. VPU ($181.10) 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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