Pinnacle Financial Partners’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $29M | Buy |
579,569
+14,745
| +3% | +$738K | 0.58% | 36 |
|
|
2024
Q4 | $28.8M | Buy |
564,824
+16,927
| +3% | +$862K | 0.58% | 37 |
|
|
2024
Q3 | $28M | Buy |
547,897
+18,094
| +3% | +$925K | 0.56% | 39 |
|
|
2024
Q2 | $26.8M | Buy |
529,803
+2,283
| +0.4% | +$115K | 0.57% | 40 |
|
|
2024
Q1 | $26.7M | Sell |
527,520
-26,209
| -5% | -$1.33M | 0.58% | 40 |
|
|
2023
Q4 | $28.3M | Sell |
553,729
-43,063
| -7% | -$2.2M | 0.67% | 28 |
|
|
2023
Q3 | $28.7M | Sell |
596,792
-31,190
| -5% | -$1.5M | 0.74% | 28 |
|
|
2023
Q2 | $31.5M | Sell |
627,982
-5,564
| -0.9% | -$279K | 0.79% | 25 |
|
|
2023
Q1 | $32.1M | Buy |
633,546
+11,182
| +2% | +$566K | 0.86% | 24 |
|
|
2022
Q4 | $30.8M | Sell |
622,364
-55,199
| -8% | -$2.73M | 0.89% | 26 |
|
|
2022
Q3 | $32.6M | Sell |
677,563
-26,851
| -4% | -$1.29M | 1.18% | 17 |
|
|
2022
Q2 | $35.2M | Sell |
704,414
-1,844
| -0.3% | -$92.1K | 1.25% | 14 |
|
|
2022
Q1 | $36.4M | Buy |
706,258
+116,959
| +20% | +$6.03M | 1.15% | 17 |
|
|
2021
Q4 | $32.4M | Buy |
589,299
+27,778
| +5% | +$1.53M | 1.01% | 20 |
|
|
2021
Q3 | $30.8M | Buy |
561,521
+36,410
| +7% | +$1.99M | 1.08% | 18 |
|
|
2021
Q2 | $29M | Buy |
525,111
+96,096
| +22% | +$5.31M | 1.18% | 17 |
|
|
2021
Q1 | $23.6M | Buy |
429,015
+71,818
| +20% | +$3.95M | 1.07% | 20 |
|
|
2020
Q4 | $19.6M | Buy |
357,197
+14,257
| +4% | +$781K | 0.96% | 21 |
|
|
2020
Q3 | $18.7M | Buy |
342,940
+2,421
| +0.7% | +$132K | 1.01% | 21 |
|
|
2020
Q2 | $18.4M | Buy |
340,519
+12,660
| +4% | +$685K | 1.05% | 20 |
|
|
2020
Q1 | $17.3M | Sell |
327,859
-32,169
| -9% | -$1.7M | 1.2% | 17 |
|
|
2019
Q4 | $19.3M | Buy |
360,028
+27,243
| +8% | +$1.46M | 1.19% | 16 |
|
|
2019
Q3 | $17.8M | Sell |
332,785
-62,625
| -16% | -$3.36M | 1.28% | 15 |
|
|
2019
Q2 | $21M | Buy |
395,410
+91,065
| +30% | +$4.83M | 1.58% | 10 |
|
|
2019
Q1 | $15.9M | Buy |
304,345
+28,950
| +11% | +$1.51M | 1.28% | 13 |
|
|
2018
Q4 | $14.1M | Sell |
275,395
-20,304
| -7% | -$1.04M | 1.33% | 11 |
|
|
2018
Q3 | $14.9M | Buy |
295,699
+123,223
| +71% | +$6.22M | 1.25% | 14 |
|
|
2018
Q2 | $8.79M | Buy |
172,476
+81,074
| +89% | +$4.13M | 0.84% | 34 |
|
|
2018
Q1 | $4.65M | Buy |
91,402
+68,556
| +300% | +$3.48M | 0.47% | 61 |
|
|
2017
Q4 | $1.18M | Buy |
+22,846
| New | +$1.18M | 0.12% | 156 |
|