PIA
Perennial Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.57M | Buy |
80,074
+14,767
| +23% | +$842K | 0.44% | 47 |
|
2025
Q1 | $3.32M | Buy |
65,307
+2,632
| +4% | +$134K | 0.37% | 51 |
|
2024
Q4 | $3M | Buy |
62,675
+5,334
| +9% | +$255K | 0.35% | 59 |
|
2024
Q3 | $3.03M | Buy |
57,341
+1,041
| +2% | +$55K | 0.39% | 54 |
|
2024
Q2 | $2.78M | Buy |
56,300
+1,989
| +4% | +$98.3K | 0.4% | 53 |
|
2024
Q1 | $2.72M | Buy |
54,311
+3,756
| +7% | +$188K | 0.41% | 50 |
|
2023
Q4 | $2.42M | Buy |
50,555
+6,547
| +15% | +$314K | 0.4% | 56 |
|
2023
Q3 | $1.92M | Buy |
44,008
+2,262
| +5% | +$98.9K | 0.35% | 66 |
|
2023
Q2 | $1.93M | Buy |
41,746
+4,250
| +11% | +$196K | 0.34% | 65 |
|
2023
Q1 | $1.69M | Buy |
37,496
+15,059
| +67% | +$680K | 0.31% | 72 |
|
2022
Q4 | $942K | Sell |
22,437
-7,824
| -26% | -$328K | 0.38% | 51 |
|
2022
Q3 | $1.1M | Buy |
30,261
+13,728
| +83% | +$499K | 0.5% | 43 |
|
2022
Q2 | $673K | Buy |
16,533
+43
| +0.3% | +$1.75K | 0.26% | 74 |
|
2022
Q1 | $789K | Sell |
16,490
-1,367
| -8% | -$65.4K | 0.25% | 79 |
|
2021
Q4 | $912K | Sell |
17,857
-815
| -4% | -$41.6K | 0.29% | 73 |
|
2021
Q3 | $944K | Buy |
18,672
+14,009
| +300% | +$708K | 0.33% | 72 |
|
2021
Q2 | $240K | Buy |
4,663
+291
| +7% | +$15K | 0.09% | 180 |
|
2021
Q1 | $215K | Buy |
4,372
+100
| +2% | +$4.92K | 0.08% | 175 |
|
2020
Q4 | $202K | Buy |
+4,272
| New | +$202K | 0.09% | 164 |
|