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 |
|