PIA
Perennial Investment Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
16,451
-628
| -4% | -$46.2K | 0.12% | 158 |
|
|
2025
Q1 | $1.25M | Buy |
17,079
+314
| +2% | +$23.1K | 0.14% | 133 |
|
|
2024
Q4 | $1.21M | Buy |
16,765
+1,164
| +7% | +$83.7K | 0.14% | 124 |
|
|
2024
Q3 | $1.17M | Sell |
15,601
-651
| -4% | -$48.9K | 0.15% | 112 |
|
|
2024
Q2 | $1.17M | Buy |
16,252
+1,071
| +7% | +$77.2K | 0.17% | 107 |
|
|
2024
Q1 | $1.1M | Sell |
15,181
-8,800
| -37% | -$639K | 0.17% | 98 |
|
|
2023
Q4 | $1.76M | Sell |
23,981
-221
| -0.9% | -$16.3K | 0.29% | 68 |
|
|
2023
Q3 | $1.69M | Sell |
24,202
-343
| -1% | -$23.9K | 0.31% | 73 |
|
|
2023
Q2 | $1.78M | Sell |
24,545
-106
| -0.4% | -$7.71K | 0.31% | 70 |
|
|
2023
Q1 | $1.82M | Buy |
24,651
+20,317
| +469% | +$1.5M | 0.34% | 67 |
|
|
2022
Q4 | $311K | Sell |
4,334
-269
| -6% | -$19.3K | 0.13% | 146 |
|
|
2022
Q3 | $328K | Buy |
4,603
+594
| +15% | +$42.3K | 0.15% | 121 |
|
|
2022
Q2 | $302K | Sell |
4,009
-303
| -7% | -$22.8K | 0.12% | 141 |
|
|
2022
Q1 | $343K | Buy |
4,312
+1,565
| +57% | +$124K | 0.11% | 149 |
|
|
2021
Q4 | $233K | Sell |
2,747
-1,516
| -36% | -$129K | 0.07% | 197 |
|
|
2021
Q3 | $366K | Buy |
4,263
+167
| +4% | +$14.3K | 0.13% | 141 |
|
|
2021
Q2 | $352K | Sell |
4,096
-3,232
| -44% | -$278K | 0.13% | 143 |
|
|
2021
Q1 | $621K | Sell |
7,328
-79
| -1% | -$6.7K | 0.25% | 83 |
|
|
2020
Q4 | $653K | Buy |
7,407
+25
| +0.3% | +$2.2K | 0.28% | 74 |
|
|
2020
Q3 | $652K | Buy |
7,382
+706
| +11% | +$62.4K | 0.33% | 70 |
|
|
2020
Q2 | $590K | Buy |
6,676
+1,189
| +22% | +$105K | 0.4% | 59 |
|
|
2020
Q1 | $468K | Hold |
5,487
| – | – | 0.42% | 53 |
|
|
2019
Q4 | $460K | Buy |
+5,487
| New | +$460K | 0.36% | 69 |
|