Pinnacle Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Pinnacle Financial Group, LLC

$226 Million
Q1 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 27,883 shares of VIG stock, worth $5.08 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

27,883

Previous 27,235 2.38%

Holding current value

$5.08 Million

Previous $4.64 Million 9.72%

% of portfolio

2.25%

Previous 2.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,138

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Pinnacle Financial Group, LLC Vanguard Dividend Appreciation Transaction History