Pinnacle Financial Partners’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,540
| Closed | -$266K | – | 519 |
|
|
2024
Q3 | $266K | Buy |
3,540
+720
| +26% | +$54.1K | 0.01% | 395 |
|
|
2024
Q2 | $203K | Buy |
+2,820
| New | +$203K | ﹤0.01% | 434 |
|
|
2023
Q4 | – | Sell |
-3,831
| Closed | -$267K | – | 529 |
|
|
2023
Q3 | $267K | Buy |
+3,831
| New | +$267K | 0.01% | 351 |
|
|
2022
Q4 | – | Sell |
-3,594
| Closed | -$256K | – | 549 |
|
|
2022
Q3 | $256K | Buy |
3,594
+355
| +11% | +$25.3K | 0.01% | 331 |
|
|
2022
Q2 | $244K | Buy |
3,239
+2,969
| +1,100% | +$224K | 0.01% | 333 |
|
|
2022
Q1 | $21K | Hold |
270
| – | – | ﹤0.01% | 409 |
|
|
2021
Q4 | $23K | Hold |
270
| – | – | ﹤0.01% | 438 |
|
|
2021
Q3 | $23K | Hold |
270
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $23K | Hold |
270
| – | – | ﹤0.01% | 435 |
|
|
2021
Q1 | $24K | Hold |
270
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $24K | Hold |
270
| – | – | ﹤0.01% | 387 |
|
|
2020
Q3 | $24K | Hold |
270
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $24K | Hold |
270
| – | – | ﹤0.01% | 364 |
|
|
2020
Q1 | $23K | Hold |
270
| – | – | ﹤0.01% | 363 |
|
|
2019
Q4 | $23K | Buy |
+270
| New | +$23K | ﹤0.01% | 411 |
|
|
2019
Q2 | – | Sell |
-270
| Closed | -$22K | – | 361 |
|
|
2019
Q1 | $22K | Buy |
+270
| New | +$22K | ﹤0.01% | 382 |
|
|
2018
Q4 | – | Sell |
-270
| Closed | -$21K | – | 330 |
|
|
2018
Q3 | $21K | Hold |
270
| – | – | ﹤0.01% | 391 |
|
|
2018
Q2 | $21K | Sell |
270
-270
| -50% | -$21K | ﹤0.01% | 362 |
|
|
2018
Q1 | $43K | Buy |
+540
| New | +$43K | ﹤0.01% | 339 |
|
|
2014
Q1 | – | Sell |
-3,615
| Closed | -$289K | – | 184 |
|
|
2013
Q4 | $289K | Hold |
3,615
| – | – | 0.13% | 126 |
|
|
2013
Q3 | $292K | Buy |
+3,615
| New | +$292K | 0.15% | 116 |
|