Pinnacle Wealth Management Advisory Group, LLC Vanguard Wellington Fd Us Mult Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 11, 2020	SELL	$52.27 - $72.14 $701,829 - $968,623	-13,427 Closed	0 $0
Q1 2020 May 08, 2020	SELL	$48.08 - $82.48 $1 Million - $1.72 Million	-20,825 Reduced 60.8%	13,427 $759,000
Q4 2019 Feb 05, 2020	BUY	$72.98 - $81.55 $109,032 - $121,835	1,494 Added 4.56%	34,252 $2.78 Million
Q3 2019 Nov 06, 2019	BUY	$75.22 - $77.26 $220,394 - $226,371	2,930 Added 9.82%	32,758 $2.48 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-510 Reduced 1.68%	29,828 $2.26 Million
Q1 2019 May 09, 2019	BUY	N/A	5,100 Added 20.21%	30,338 $2.28 Million
Q4 2018 Feb 05, 2019	BUY	N/A	18,018 Added 249.56%	25,238 $1.71 Million
Q3 2018 Nov 09, 2018	BUY	N/A	7,220 New	7,220 $595,000

Others Institutions Holding VFMF

# of Institutions

Shares Held

1.09M

Call Options Held

Put Options Held

Anderson Hoagland & CO

311K
Shares

$41.3 Million
4.21% of portfolio
Envestnet Asset Management Inc

211K
Shares

$28 Million
0.01% of portfolio
Opus Capital Group, LLC

107K
Shares

$14.1 Million
1.74% of portfolio
Per Stirling Capital Management, Llc. Austin, TX

76.7K
Shares

$10.2 Million
1.39% of portfolio
Raymond James & Associates St Petersburg, FL

60.5K
Shares

$8.03 Million
0.0% of portfolio

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About VANGUARD WELLINGTON FD US MULT

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