Pinnacle Financial Partners’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.89M | Sell |
77,036
-4,889
| -6% | -$374K | 0.12% | 163 |
|
|
2024
Q4 | $6.13M | Buy |
81,925
+7,203
| +10% | +$539K | 0.12% | 160 |
|
|
2024
Q3 | $5.86M | Buy |
74,722
+2,083
| +3% | +$163K | 0.12% | 164 |
|
|
2024
Q2 | $5.44M | Buy |
72,639
+2,027
| +3% | +$152K | 0.12% | 163 |
|
|
2024
Q1 | $5.32M | Sell |
70,612
-5,514
| -7% | -$416K | 0.12% | 163 |
|
|
2023
Q4 | $5.81M | Sell |
76,126
-2,647
| -3% | -$202K | 0.14% | 154 |
|
|
2023
Q3 | $5.7M | Sell |
78,773
-15,006
| -16% | -$1.09M | 0.15% | 143 |
|
|
2023
Q2 | $7.05M | Sell |
93,779
-595
| -0.6% | -$44.8K | 0.18% | 125 |
|
|
2023
Q1 | $7.24M | Sell |
94,374
-4,434
| -4% | -$340K | 0.19% | 121 |
|
|
2022
Q4 | $7.34M | Sell |
98,808
-5,488
| -5% | -$408K | 0.21% | 110 |
|
|
2022
Q3 | $7.66M | Sell |
104,296
-9,120
| -8% | -$670K | 0.28% | 103 |
|
|
2022
Q2 | $8.81M | Sell |
113,416
-4,199
| -4% | -$326K | 0.31% | 100 |
|
|
2022
Q1 | $9.63M | Buy |
117,615
+102
| +0.1% | +$8.35K | 0.31% | 99 |
|
|
2021
Q4 | $10.3M | Sell |
117,513
-639
| -0.5% | -$56K | 0.32% | 98 |
|
|
2021
Q3 | $10.6M | Buy |
118,152
+8,551
| +8% | +$765K | 0.37% | 85 |
|
|
2021
Q2 | $9.86M | Buy |
109,601
+4,580
| +4% | +$412K | 0.4% | 81 |
|
|
2021
Q1 | $9.33M | Buy |
105,021
+13,241
| +14% | +$1.18M | 0.42% | 78 |
|
|
2020
Q4 | $8.52M | Buy |
91,780
+6,572
| +8% | +$610K | 0.42% | 75 |
|
|
2020
Q3 | $7.97M | Buy |
85,208
+3,067
| +4% | +$287K | 0.43% | 71 |
|
|
2020
Q2 | $7.65M | Buy |
82,141
+8,843
| +12% | +$824K | 0.44% | 65 |
|
|
2020
Q1 | $6.55M | Buy |
73,298
+16
| +0% | +$1.43K | 0.45% | 66 |
|
|
2019
Q4 | $6.39M | Buy |
73,282
+13,907
| +23% | +$1.21M | 0.4% | 78 |
|
|
2019
Q3 | $5.22M | Buy |
59,375
+29,517
| +99% | +$2.6M | 0.38% | 81 |
|
|
2019
Q2 | $2.58M | Buy |
29,858
+4,048
| +16% | +$350K | 0.19% | 133 |
|
|
2019
Q1 | $2.17M | Sell |
25,810
-8,121
| -24% | -$682K | 0.17% | 134 |
|
|
2018
Q4 | $2.76M | Sell |
33,931
-204,287
| -86% | -$16.6M | 0.26% | 110 |
|
|
2018
Q3 | $19.2M | Sell |
238,218
-51,475
| -18% | -$4.14M | 1.61% | 9 |
|
|
2018
Q2 | $23.5M | Sell |
289,693
-46,572
| -14% | -$3.77M | 2.23% | 4 |
|
|
2018
Q1 | $27.5M | Sell |
336,265
-2,760
| -0.8% | -$226K | 2.79% | 3 |
|
|
2017
Q4 | $28.4M | Buy |
339,025
+328,781
| +3,209% | +$27.6M | 3% | 2 |
|
|
2017
Q3 | $867K | Sell |
10,244
-330,927
| -97% | -$28M | 0.11% | 156 |
|
|
2017
Q2 | $28.8M | Buy |
341,171
+334,664
| +5,143% | +$28.3M | 4.09% | 1 |
|
|
2017
Q1 | $544K | Buy |
6,507
+342
| +6% | +$28.6K | 0.11% | 166 |
|
|
2016
Q4 | $512K | Sell |
6,165
-2,694
| -30% | -$224K | 0.11% | 162 |
|
|
2016
Q3 | $776K | Hold |
8,859
| – | – | 0.17% | 139 |
|
|
2016
Q2 | $776K | Sell |
8,859
-31
| -0.3% | -$2.72K | 0.18% | 133 |
|
|
2016
Q1 | $767K | Sell |
8,890
-660
| -7% | -$56.9K | 0.2% | 131 |
|
|
2015
Q4 | $793K | Buy |
+9,550
| New | +$793K | 0.25% | 110 |
|