PIA
Perennial Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $663K | Sell |
7,993
-1,410
| -15% | -$117K | 0.06% | 221 |
|
2025
Q1 | $769K | Sell |
9,403
-2,872
| -23% | -$235K | 0.09% | 189 |
|
2024
Q4 | $985K | Sell |
12,275
-67
| -0.5% | -$5.38K | 0.12% | 152 |
|
2024
Q3 | $1.03M | Sell |
12,342
-3,388
| -22% | -$284K | 0.13% | 132 |
|
2024
Q2 | $1.26M | Buy |
15,730
+7,714
| +96% | +$617K | 0.18% | 96 |
|
2024
Q1 | $645K | Sell |
8,016
-153
| -2% | -$12.3K | 0.1% | 166 |
|
2023
Q4 | $664K | Sell |
8,169
-69
| -0.8% | -$5.61K | 0.11% | 152 |
|
2023
Q3 | $626K | Sell |
8,238
-100
| -1% | -$7.6K | 0.11% | 148 |
|
2023
Q2 | $659K | Buy |
8,338
+357
| +4% | +$28.2K | 0.12% | 146 |
|
2023
Q1 | $640K | Buy |
+7,981
| New | +$640K | 0.12% | 145 |
|