Pinnacle Financial Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Buy |
29,508
+3,260
| +12% | +$636K | 1.93% | 14 |
|
|
2025
Q1 | $4.89M | Buy |
26,248
+3,895
| +17% | +$726K | 1.78% | 16 |
|
|
2024
Q4 | $4.43M | Buy |
22,353
+680
| +3% | +$135K | 1.74% | 17 |
|
|
2024
Q3 | $4.35M | Buy |
21,673
+2,269
| +12% | +$456K | 1.71% | 16 |
|
|
2024
Q2 | $3.54M | Buy |
19,404
+460
| +2% | +$84K | 1.51% | 17 |
|
|
2024
Q1 | $3.63M | Buy |
18,944
+1,166
| +7% | +$224K | 1.6% | 18 |
|
|
2023
Q4 | $3.2M | Buy |
17,778
+897
| +5% | +$161K | 1.64% | 16 |
|
|
2023
Q3 | $2.69M | Buy |
16,881
+205
| +1% | +$32.7K | 1.6% | 16 |
|
|
2023
Q2 | $2.76M | Buy |
16,676
+290
| +2% | +$48K | 1.57% | 18 |
|
|
2023
Q1 | $2.6M | Buy |
16,386
+303
| +2% | +$48.1K | 1.55% | 18 |
|
|
2022
Q4 | $2.55M | Sell |
16,083
-22
| -0.1% | -$3.49K | 1.81% | 16 |
|
|
2022
Q3 | $2.31M | Buy |
16,105
+1,010
| +7% | +$145K | 2% | 14 |
|
|
2022
Q2 | $2.26M | Buy |
15,095
+1,952
| +15% | +$293K | 1.93% | 12 |
|
|
2022
Q1 | $2.31M | Sell |
13,143
-1,367
| -9% | -$240K | 1.87% | 13 |
|
|
2021
Q4 | $2.6M | Buy |
+14,510
| New | +$2.6M | 2.01% | 12 |
|