Pinnacle Financial Group’s Vanguard Large-Cap ETF VV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.86M Sell
10,023
-13
-0.1% -$3.71K 0.96% 27
2025
Q1
$2.58M Sell
10,036
-372
-4% -$95.6K 0.94% 26
2024
Q4
$2.81M Sell
10,408
-1,199
-10% -$323K 1.1% 24
2024
Q3
$3.06M Sell
11,607
-773
-6% -$204K 1.2% 23
2024
Q2
$3.09M Sell
12,380
-1
-0% -$250 1.32% 21
2024
Q1
$2.97M Sell
12,381
-225
-2% -$53.9K 1.3% 22
2023
Q4
$2.75M Buy
12,606
+1,130
+10% +$247K 1.41% 21
2023
Q3
$2.25M Sell
11,476
-1,311
-10% -$257K 1.34% 20
2023
Q2
$2.59M Sell
12,787
-260
-2% -$52.7K 1.47% 20
2023
Q1
$2.44M Sell
13,047
-50
-0.4% -$9.34K 1.46% 19
2022
Q4
$2.28M Hold
13,097
1.61% 17
2022
Q3
$2.14M Hold
13,097
1.85% 15
2022
Q2
$2.26M Sell
13,097
-615
-4% -$106K 1.92% 13
2022
Q1
$2.86M Sell
13,712
-750
-5% -$156K 2.32% 12
2021
Q4
$3.2M Buy
+14,462
New +$3.2M 2.47% 10