Pinnacle Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $28.8M | Buy |
104,545
+103
| +0.1% | +$28.3K | 0.58% | 38 |
|
|
2024
Q4 | $30.3M | Sell |
104,442
-5,664
| -5% | -$1.64M | 0.61% | 32 |
|
|
2024
Q3 | $31.2M | Sell |
110,106
-1,460
| -1% | -$413K | 0.63% | 33 |
|
|
2024
Q2 | $29.8M | Sell |
111,566
-4,476
| -4% | -$1.2M | 0.64% | 32 |
|
|
2024
Q1 | $30.2M | Buy |
116,042
+537
| +0.5% | +$140K | 0.65% | 32 |
|
|
2023
Q4 | $27.4M | Buy |
115,505
+273
| +0.2% | +$64.8K | 0.65% | 33 |
|
|
2023
Q3 | $24.5M | Buy |
115,232
+327
| +0.3% | +$69.5K | 0.63% | 41 |
|
|
2023
Q2 | $25.3M | Sell |
114,905
-58
| -0.1% | -$12.8K | 0.63% | 39 |
|
|
2023
Q1 | $23.5M | Sell |
114,963
-1,587
| -1% | -$324K | 0.63% | 38 |
|
|
2022
Q4 | $22.3M | Buy |
116,550
+1,298
| +1% | +$248K | 0.64% | 39 |
|
|
2022
Q3 | $20.7M | Buy |
115,252
+102
| +0.1% | +$18.3K | 0.75% | 34 |
|
|
2022
Q2 | $21.7M | Sell |
115,150
-224
| -0.2% | -$42.3K | 0.77% | 32 |
|
|
2022
Q1 | $26.3M | Sell |
115,374
-1,984
| -2% | -$452K | 0.83% | 29 |
|
|
2021
Q4 | $28.3M | Buy |
117,358
+15,253
| +15% | +$3.68M | 0.88% | 23 |
|
|
2021
Q3 | $22.7M | Sell |
102,105
-185
| -0.2% | -$41.1K | 0.8% | 30 |
|
|
2021
Q2 | $22.8M | Sell |
102,290
-430
| -0.4% | -$95.8K | 0.92% | 26 |
|
|
2021
Q1 | $21.2M | Buy |
102,720
+5,193
| +5% | +$1.07M | 0.96% | 27 |
|
|
2020
Q4 | $18.9M | Sell |
97,527
-532
| -0.5% | -$103K | 0.93% | 26 |
|
|
2020
Q3 | $16.7M | Sell |
98,059
-3,336
| -3% | -$568K | 0.91% | 29 |
|
|
2020
Q2 | $15.9M | Buy |
101,395
+14,256
| +16% | +$2.23M | 0.91% | 23 |
|
|
2020
Q1 | $11.2M | Sell |
87,139
-2,611
| -3% | -$337K | 0.78% | 31 |
|
|
2019
Q4 | $14.7M | Sell |
89,750
-513
| -0.6% | -$83.9K | 0.91% | 25 |
|
|
2019
Q3 | $13.6M | Sell |
90,263
-2,054
| -2% | -$310K | 0.98% | 20 |
|
|
2019
Q2 | $13.9M | Sell |
92,317
-1,806
| -2% | -$271K | 1.04% | 21 |
|
|
2019
Q1 | $13.6M | Buy |
94,123
+8,876
| +10% | +$1.28M | 1.1% | 18 |
|
|
2018
Q4 | $10.9M | Buy |
85,247
+24,852
| +41% | +$3.17M | 1.03% | 19 |
|
|
2018
Q3 | $9.04M | Sell |
60,395
-280
| -0.5% | -$41.9K | 0.76% | 38 |
|
|
2018
Q2 | $8.52M | Sell |
60,675
-97
| -0.2% | -$13.6K | 0.81% | 38 |
|
|
2018
Q1 | $8.25M | Buy |
60,772
+660
| +1% | +$89.6K | 0.84% | 29 |
|
|
2017
Q4 | $8.25M | Sell |
60,112
-1,202
| -2% | -$165K | 0.87% | 27 |
|
|
2017
Q3 | $7.94M | Sell |
61,314
-761
| -1% | -$98.6K | 1.02% | 21 |
|
|
2017
Q2 | $7.73M | Buy |
62,075
+48,394
| +354% | +$6.02M | 1.1% | 20 |
|
|
2017
Q1 | $1.66M | Hold |
13,681
| – | – | 0.33% | 100 |
|
|
2016
Q4 | $1.58M | Buy |
13,681
+6,152
| +82% | +$710K | 0.34% | 94 |
|
|
2016
Q3 | $832K | Hold |
7,529
| – | – | 0.19% | 137 |
|
|
2016
Q2 | $832K | Sell |
7,529
-2
| -0% | -$221 | 0.19% | 129 |
|
|
2016
Q1 | $789K | Buy |
7,531
+69
| +0.9% | +$7.23K | 0.2% | 130 |
|
|
2015
Q4 | $778K | Buy |
7,462
+5
| +0.1% | +$521 | 0.24% | 114 |
|
|
2015
Q3 | $736K | Buy |
7,457
+81
| +1% | +$8K | 0.23% | 113 |
|
|
2015
Q2 | $789K | Buy |
7,376
+209
| +3% | +$22.4K | 0.25% | 110 |
|
|
2015
Q1 | $769K | Buy |
7,167
+65
| +0.9% | +$6.97K | 0.26% | 104 |
|
|
2014
Q4 | $753K | Buy |
7,102
+333
| +5% | +$35.3K | 0.26% | 106 |
|
|
2014
Q3 | $685K | Buy |
6,769
+144
| +2% | +$14.6K | 0.26% | 105 |
|
|
2014
Q2 | $674K | Buy |
6,625
+9
| +0.1% | +$916 | 0.27% | 100 |
|
|
2014
Q1 | $645K | Buy |
6,616
+286
| +5% | +$27.9K | 0.29% | 95 |
|
|
2013
Q4 | $607K | Buy |
6,330
+251
| +4% | +$24.1K | 0.28% | 97 |
|
|
2013
Q3 | $533K | Hold |
6,079
| – | – | 0.27% | 91 |
|
|
2013
Q2 | $503K | Buy |
+6,079
| New | +$503K | 0.26% | 87 |
|