Pinnacle Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.8M | Buy |
50,481
+8,685
| +21% | +$1.69M | 0.2% | 125 |
|
|
2024
Q4 | $8.2M | Buy |
41,796
+4,385
| +12% | +$860K | 0.17% | 137 |
|
|
2024
Q3 | $7.41M | Buy |
37,411
+8,510
| +29% | +$1.69M | 0.15% | 146 |
|
|
2024
Q2 | $5.28M | Buy |
28,901
+16,524
| +134% | +$3.02M | 0.11% | 165 |
|
|
2024
Q1 | $2.26M | Buy |
12,377
+352
| +3% | +$64.3K | 0.05% | 207 |
|
|
2023
Q4 | $2.05M | Buy |
12,025
+145
| +1% | +$24.7K | 0.05% | 212 |
|
|
2023
Q3 | $1.85M | Sell |
11,880
-646
| -5% | -$100K | 0.05% | 208 |
|
|
2023
Q2 | $2.03M | Sell |
12,526
-56
| -0.4% | -$9.1K | 0.05% | 195 |
|
|
2023
Q1 | $1.94M | Sell |
12,582
-546
| -4% | -$84.1K | 0.05% | 201 |
|
|
2022
Q4 | $1.99M | Buy |
13,128
+1,861
| +17% | +$283K | 0.06% | 202 |
|
|
2022
Q3 | $1.52M | Sell |
11,267
-634
| -5% | -$85.7K | 0.06% | 206 |
|
|
2022
Q2 | $1.71M | Sell |
11,901
-32
| -0.3% | -$4.59K | 0.06% | 198 |
|
|
2022
Q1 | $1.94M | Sell |
11,933
-493
| -4% | -$79.9K | 0.06% | 195 |
|
|
2021
Q4 | $2.13M | Sell |
12,426
-1,577
| -11% | -$271K | 0.07% | 186 |
|
|
2021
Q3 | $2.15M | Buy |
14,003
+499
| +4% | +$76.7K | 0.08% | 181 |
|
|
2021
Q2 | $2.09M | Buy |
13,504
+893
| +7% | +$138K | 0.08% | 162 |
|
|
2021
Q1 | $1.8M | Buy |
12,611
+6,106
| +94% | +$871K | 0.08% | 168 |
|
|
2020
Q4 | $875K | Buy |
6,505
+300
| +5% | +$40.4K | 0.04% | 210 |
|
|
2020
Q3 | $799K | Buy |
6,205
+2,785
| +81% | +$359K | 0.04% | 202 |
|
|
2020
Q2 | $401K | Sell |
3,420
-5,861
| -63% | -$687K | 0.02% | 250 |
|
|
2020
Q1 | $960K | Sell |
9,281
-453
| -5% | -$46.9K | 0.07% | 190 |
|
|
2019
Q4 | $1.21M | Buy |
9,734
+114
| +1% | +$14.2K | 0.08% | 189 |
|
|
2019
Q3 | $1.15M | Buy |
9,620
+629
| +7% | +$75.2K | 0.08% | 183 |
|
|
2019
Q2 | $1.04M | Sell |
8,991
-5,429
| -38% | -$625K | 0.08% | 187 |
|
|
2019
Q1 | $1.58M | Sell |
14,420
-579
| -4% | -$63.5K | 0.13% | 155 |
|
|
2018
Q4 | $1.47M | Sell |
14,999
-508
| -3% | -$49.8K | 0.14% | 150 |
|
|
2018
Q3 | $1.72M | Buy |
15,507
+2,908
| +23% | +$322K | 0.14% | 153 |
|
|
2018
Q2 | $1.28M | Sell |
12,599
-1,043
| -8% | -$106K | 0.12% | 161 |
|
|
2018
Q1 | $1.38M | Buy |
13,642
+561
| +4% | +$56.7K | 0.14% | 155 |
|
|
2017
Q4 | $1.34M | Buy |
13,081
+9,579
| +274% | +$978K | 0.14% | 149 |
|
|
2017
Q3 | $332K | Sell |
3,502
-7,803
| -69% | -$740K | 0.04% | 221 |
|
|
2017
Q2 | $1.05M | Buy |
11,305
+3,904
| +53% | +$362K | 0.15% | 149 |
|
|
2017
Q1 | $666K | Buy |
7,401
+1,418
| +24% | +$128K | 0.13% | 151 |
|
|
2016
Q4 | $510K | Buy |
5,983
+409
| +7% | +$34.9K | 0.11% | 163 |
|
|
2016
Q3 | $468K | Buy |
+5,574
| New | +$468K | 0.11% | 174 |
|
|
2014
Q4 | – | Sell |
-4,914
| Closed | -$378K | – | 221 |
|
|
2014
Q3 | $378K | Buy |
+4,914
| New | +$378K | 0.14% | 142 |
|