Pinnacle Financial Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.54M | Sell |
16,222
-78
| -0.5% | -$21.8K | 1.52% | 19 |
|
2025
Q1 | $4.22M | Buy |
16,300
+2,361
| +17% | +$611K | 1.53% | 19 |
|
2024
Q4 | $3.68M | Buy |
13,939
+1,949
| +16% | +$515K | 1.44% | 20 |
|
2024
Q3 | $3.16M | Buy |
11,990
+931
| +8% | +$246K | 1.24% | 22 |
|
2024
Q2 | $2.68M | Buy |
11,059
+829
| +8% | +$201K | 1.15% | 23 |
|
2024
Q1 | $2.56M | Buy |
10,230
+354
| +4% | +$88.5K | 1.12% | 25 |
|
2023
Q4 | $2.3M | Buy |
9,876
+428
| +5% | +$99.6K | 1.18% | 23 |
|
2023
Q3 | $1.97M | Sell |
9,448
-56
| -0.6% | -$11.7K | 1.17% | 24 |
|
2023
Q2 | $2.09M | Buy |
9,504
+682
| +8% | +$150K | 1.19% | 25 |
|
2023
Q1 | $1.86M | Buy |
8,822
+264
| +3% | +$55.7K | 1.11% | 25 |
|
2022
Q4 | $1.74M | Buy |
8,558
+229
| +3% | +$46.7K | 1.23% | 23 |
|
2022
Q3 | $1.57M | Buy |
8,329
+360
| +5% | +$67.7K | 1.36% | 19 |
|
2022
Q2 | $1.57M | Buy |
7,969
+807
| +11% | +$159K | 1.34% | 19 |
|
2022
Q1 | $1.7M | Sell |
7,162
-292
| -4% | -$69.5K | 1.38% | 18 |
|
2021
Q4 | $1.9M | Buy |
+7,454
| New | +$1.9M | 1.47% | 19 |
|