Pinnacle Financial Group’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
10,813
-1,018
| -9% | -$74.8K | 0.27% | 47 |
|
|
2025
Q1 | $867K | Buy |
11,831
+4,262
| +56% | +$312K | 0.32% | 43 |
|
|
2024
Q4 | $546K | Sell |
7,569
-3,055
| -29% | -$220K | 0.21% | 47 |
|
|
2024
Q3 | $793K | Buy |
10,624
+1,698
| +19% | +$127K | 0.31% | 36 |
|
|
2024
Q2 | $643K | Buy |
8,926
+424
| +5% | +$30.6K | 0.28% | 36 |
|
|
2024
Q1 | $618K | Sell |
8,502
-1,880
| -18% | -$137K | 0.27% | 36 |
|
|
2023
Q4 | $764K | Buy |
10,382
+4,939
| +91% | +$363K | 0.39% | 35 |
|
|
2023
Q3 | $380K | Sell |
5,443
-120
| -2% | -$8.37K | 0.23% | 47 |
|
|
2023
Q2 | $404K | Sell |
5,563
-366
| -6% | -$26.6K | 0.23% | 45 |
|
|
2023
Q1 | $438K | Buy |
5,929
+366
| +7% | +$27K | 0.26% | 40 |
|
|
2022
Q4 | $400K | Buy |
5,563
+2,146
| +63% | +$154K | 0.28% | 42 |
|
|
2022
Q3 | $244K | Hold |
3,417
| – | – | 0.21% | 48 |
|
|
2022
Q2 | $257K | Sell |
3,417
-700
| -17% | -$52.6K | 0.22% | 49 |
|
|
2022
Q1 | $327K | Hold |
4,117
| – | – | 0.27% | 47 |
|
|
2021
Q4 | $349K | Buy |
+4,117
| New | +$349K | 0.27% | 46 |
|