PIA
Perennial Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
7,255
-1,324
| -15% | -$314K | 0.17% | 117 |
|
|
2025
Q1 | $1.9M | Sell |
8,579
-498
| -5% | -$110K | 0.21% | 88 |
|
|
2024
Q4 | $2.18M | Buy |
9,077
+928
| +11% | +$223K | 0.26% | 75 |
|
|
2024
Q3 | $1.93M | Sell |
8,149
-2,777
| -25% | -$659K | 0.25% | 73 |
|
|
2024
Q2 | $2.38M | Buy |
10,926
+7,170
| +191% | +$1.56M | 0.34% | 59 |
|
|
2024
Q1 | $859K | Buy |
3,756
+405
| +12% | +$92.6K | 0.13% | 131 |
|
|
2023
Q4 | $715K | Buy |
3,351
+220
| +7% | +$46.9K | 0.12% | 145 |
|
|
2023
Q3 | $592K | Buy |
3,131
+94
| +3% | +$17.8K | 0.11% | 156 |
|
|
2023
Q2 | $604K | Sell |
3,037
-130
| -4% | -$25.9K | 0.11% | 160 |
|
|
2023
Q1 | $600K | Buy |
3,167
+140
| +5% | +$26.5K | 0.11% | 154 |
|
|
2022
Q4 | $556K | Buy |
3,027
+672
| +29% | +$123K | 0.23% | 91 |
|
|
2022
Q3 | $402K | Buy |
+2,355
| New | +$402K | 0.18% | 107 |
|
|
2022
Q2 | – | Sell |
-953
| Closed | -$202K | – | 224 |
|
|
2022
Q1 | $202K | Buy |
+953
| New | +$202K | 0.06% | 207 |
|
|
2021
Q3 | – | Sell |
-887
| Closed | -$200K | – | 229 |
|
|
2021
Q2 | $200K | Buy |
+887
| New | +$200K | 0.07% | 204 |
|