PFP
Pinnacle Financial Partners’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.62M | Buy |
40,882
+7,112
| +21% | +$1.32M | 0.15% | 145 |
|
|
2024
Q4 | $6.69M | Buy |
33,770
+440
| +1% | +$87.2K | 0.14% | 152 |
|
|
2024
Q3 | $6.69M | Sell |
33,330
-254
| -0.8% | -$51K | 0.13% | 154 |
|
|
2024
Q2 | $6.13M | Sell |
33,584
-374
| -1% | -$68.3K | 0.13% | 155 |
|
|
2024
Q1 | $6.52M | Buy |
33,958
+2,879
| +9% | +$552K | 0.14% | 154 |
|
|
2023
Q4 | $5.59M | Buy |
31,079
+13,294
| +75% | +$2.39M | 0.13% | 157 |
|
|
2023
Q3 | $2.84M | Buy |
17,785
+7,828
| +79% | +$1.25M | 0.07% | 179 |
|
|
2023
Q2 | $1.65M | Sell |
9,957
-6,191
| -38% | -$1.02M | 0.04% | 211 |
|
|
2023
Q1 | $2.56M | Sell |
16,148
-3,922
| -20% | -$623K | 0.07% | 184 |
|
|
2022
Q4 | $3.19M | Sell |
20,070
-572
| -3% | -$90.8K | 0.09% | 168 |
|
|
2022
Q3 | $2.96M | Sell |
20,642
-2,023
| -9% | -$290K | 0.11% | 161 |
|
|
2022
Q2 | $3.4M | Sell |
22,665
-46,298
| -67% | -$6.94M | 0.12% | 157 |
|
|
2022
Q1 | $12.1M | Buy |
68,963
+34,471
| +100% | +$6.07M | 0.38% | 79 |
|
|
2021
Q4 | $6.17M | Buy |
34,492
+8,317
| +32% | +$1.49M | 0.19% | 134 |
|
|
2021
Q3 | $4.43M | Sell |
26,175
-2,322
| -8% | -$393K | 0.16% | 145 |
|
|
2021
Q2 | $4.95M | Sell |
28,497
-7,840
| -22% | -$1.36M | 0.2% | 122 |
|
|
2021
Q1 | $6.02M | Buy |
36,337
+27,708
| +321% | +$4.59M | 0.27% | 105 |
|
|
2020
Q4 | $1.23M | Buy |
8,629
+48
| +0.6% | +$6.83K | 0.06% | 195 |
|
|
2020
Q3 | $949K | Sell |
8,581
-26
| -0.3% | -$2.88K | 0.05% | 194 |
|
|
2020
Q2 | $920K | Sell |
8,607
-65
| -0.7% | -$6.95K | 0.05% | 198 |
|
|
2020
Q1 | $770K | Sell |
8,672
-2,758
| -24% | -$245K | 0.05% | 207 |
|
|
2019
Q4 | $1.57M | Sell |
11,430
-103
| -0.9% | -$14.1K | 0.1% | 173 |
|
|
2019
Q3 | $1.49M | Sell |
11,533
-864
| -7% | -$111K | 0.11% | 167 |
|
|
2019
Q2 | $1.62M | Sell |
12,397
-1,009
| -8% | -$132K | 0.12% | 162 |
|
|
2019
Q1 | $1.73M | Sell |
13,406
-222
| -2% | -$28.6K | 0.14% | 149 |
|
|
2018
Q4 | $1.55M | Buy |
13,628
+1,243
| +10% | +$142K | 0.15% | 145 |
|
|
2018
Q3 | $1.73M | Buy |
12,385
+1,857
| +18% | +$259K | 0.14% | 152 |
|
|
2018
Q2 | $1.43M | Buy |
10,528
+240
| +2% | +$32.6K | 0.14% | 153 |
|
|
2018
Q1 | $1.33M | Hold |
10,288
| – | – | 0.14% | 156 |
|
|
2017
Q4 | $1.37M | Sell |
10,288
-350
| -3% | -$46.5K | 0.14% | 147 |
|
|
2017
Q3 | $1.36M | Sell |
10,638
-352
| -3% | -$45K | 0.17% | 127 |
|
|
2017
Q2 | $1.35M | Buy |
10,990
+7,000
| +175% | +$860K | 0.19% | 131 |
|
|
2017
Q1 | $490K | Buy |
3,990
+859
| +27% | +$105K | 0.1% | 175 |
|
|
2016
Q4 | $379K | Buy |
+3,131
| New | +$379K | 0.08% | 186 |
|