PIA
Perennial Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $826K | Sell |
2,982
-297
| -9% | -$82.2K | 0.08% | 193 |
|
|
2025
Q1 | $825K | Sell |
3,279
-112
| -3% | -$28.2K | 0.09% | 185 |
|
|
2024
Q4 | $950K | Sell |
3,391
-200
| -6% | -$56K | 0.11% | 158 |
|
|
2024
Q3 | $961K | Buy |
3,591
+63
| +2% | +$16.9K | 0.12% | 145 |
|
|
2024
Q2 | $882K | Buy |
3,528
+108
| +3% | +$27K | 0.13% | 134 |
|
|
2024
Q1 | $891K | Sell |
3,420
-2
| -0.1% | -$521 | 0.14% | 125 |
|
|
2023
Q4 | $827K | Buy |
3,422
+2
| +0.1% | +$483 | 0.14% | 126 |
|
|
2023
Q3 | $733K | Buy |
3,420
+2
| +0.1% | +$428 | 0.13% | 132 |
|
|
2023
Q2 | $785K | Sell |
3,418
-276
| -7% | -$63.4K | 0.14% | 127 |
|
|
2023
Q1 | $800K | Buy |
+3,694
| New | +$800K | 0.15% | 121 |
|