Pinnacle Financial Partners’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $628K | Hold |
3,909
| – | – | 0.01% | 305 |
|
2024
Q4 | $632K | Sell |
3,909
-60
| -2% | -$9.71K | 0.01% | 306 |
|
2024
Q3 | $665K | Buy |
3,969
+363
| +10% | +$60.9K | 0.01% | 300 |
|
2024
Q2 | $542K | Hold |
3,606
| – | – | 0.01% | 316 |
|
2024
Q1 | $562K | Sell |
3,606
-461
| -11% | -$71.9K | 0.01% | 317 |
|
2023
Q4 | $590K | Buy |
4,067
+195
| +5% | +$28.3K | 0.01% | 301 |
|
2023
Q3 | $507K | Buy |
3,872
+1,256
| +48% | +$164K | 0.01% | 298 |
|
2023
Q2 | $362K | Buy |
2,616
+168
| +7% | +$23.2K | 0.01% | 324 |
|
2023
Q1 | $328K | Buy |
2,448
+556
| +29% | +$74.5K | 0.01% | 333 |
|
2022
Q4 | $256K | Hold |
1,892
| – | – | 0.01% | 346 |
|
2022
Q3 | $230K | Buy |
+1,892
| New | +$230K | 0.01% | 338 |
|
2020
Q1 | – | Sell |
-3,972
| Closed | -$473K | – | 481 |
|
2019
Q4 | $473K | Hold |
3,972
| – | – | 0.03% | 261 |
|
2019
Q3 | $449K | Hold |
3,972
| – | – | 0.03% | 253 |
|
2019
Q2 | $442K | Buy |
3,972
+1,546
| +64% | +$172K | 0.03% | 246 |
|
2019
Q1 | $262K | Buy |
+2,426
| New | +$262K | 0.02% | 295 |
|
2018
Q4 | – | Sell |
-5,658
| Closed | -$640K | – | 420 |
|
2018
Q3 | $640K | Sell |
5,658
-8,391
| -60% | -$949K | 0.05% | 219 |
|
2018
Q2 | $1.55M | Sell |
14,049
-882
| -6% | -$97.4K | 0.15% | 148 |
|
2018
Q1 | $1.63M | Buy |
14,931
+4,563
| +44% | +$499K | 0.17% | 144 |
|
2017
Q4 | $1.16M | Buy |
10,368
+5,599
| +117% | +$625K | 0.12% | 159 |
|
2017
Q3 | $504K | Buy |
4,769
+1,056
| +28% | +$112K | 0.06% | 188 |
|
2017
Q2 | $382K | Buy |
+3,713
| New | +$382K | 0.05% | 216 |
|