Pinnacle Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Pinnacle Financial Group, LLC

$251 Million
Q4 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 28,084 shares of VIG stock, worth $5.12 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

28,084

Previous 28,210 0.45%

Holding current value

$5.12 Million

Previous $5.14 Million 0.45%

% of portfolio

2.03%

Previous 2.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	N/A	-126 Reduced 0.45%	28,084 $5.12 Million
Q3 2024 Nov 12, 2024	BUY	$182.15 - $182.15 $63,206 - $63,206	347 Added 1.25%	28,210 $5.14 Million
Q2 2024 Aug 08, 2024	SELL	$173.33 - $185.29 $3,466 - $3,705	-20 Reduced 0.07%	27,863 $5.09 Million
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $109,168 - $118,571	648 Added 2.38%	27,883 $5.09 Million
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $61,865 - $70,517	412 Added 1.54%	27,235 $4.64 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $19,733 - $21,202	127 Added 0.48%	26,823 $4.17 Million
Q2 2023 Jul 18, 2023	BUY	$152.74 - $162.43 $6,262 - $6,659	41 Added 0.15%	26,696 $4.34 Million
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $157,546 - $169,413	1,070 Added 4.18%	26,655 $4.11 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $6,372 - $6,983	44 Added 0.17%	25,585 $3.89 Million
Q3 2022 Oct 27, 2022	BUY	N/A	337 Added 1.34%	25,541 $3.45 Million
Q2 2022 Jul 19, 2022	BUY	N/A	1,849 Added 7.92%	25,204 $3.62 Million
Q1 2022 May 12, 2022	SELL	N/A	-888 Reduced 3.66%	23,355 $3.79 Million
Q4 2021 Feb 11, 2022	BUY	N/A	24,243 New	24,243 $4.16 Million

Others Institutions Holding VIG

# of Institutions

2,493

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

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Pinnacle Financial Group, LLC Vanguard Dividend Appreciation Transaction History