Pinnacle Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.08M Sell
13,388
-183
-1% -$55.7K 1.36% 21
2025
Q1
$3.73M Sell
13,571
-1,030
-7% -$283K 1.36% 20
2024
Q4
$4.23M Buy
14,601
+226
+2% +$65.5K 1.66% 18
2024
Q3
$4.08M Buy
14,375
+148
+1% +$42K 1.6% 17
2024
Q2
$3.81M Buy
14,227
+35
+0.2% +$9.38K 1.63% 16
2024
Q1
$3.69M Sell
14,192
-1,423
-9% -$370K 1.62% 16
2023
Q4
$3.7M Buy
15,615
+11,621
+291% +$2.76M 1.9% 15
2023
Q3
$848K Buy
3,994
+357
+10% +$75.8K 0.5% 31
2023
Q2
$801K Buy
3,637
+160
+5% +$35.2K 0.46% 31
2023
Q1
$710K Sell
3,477
-48
-1% -$9.8K 0.42% 31
2022
Q4
$674K Buy
3,525
+958
+37% +$183K 0.48% 32
2022
Q3
$461K Buy
2,567
+43
+2% +$7.72K 0.4% 32
2022
Q2
$476K Buy
2,524
+46
+2% +$8.68K 0.41% 29
2022
Q1
$564K Buy
2,478
+37
+2% +$8.42K 0.46% 28
2021
Q4
$589K Buy
+2,441
New +$589K 0.46% 28