Perennial Investment Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,945	Closed	-$229K	–	450
2024 Q4	$229K	Sell	3,945 -300	-7%	-$17.4K	0.03%	355
2024 Q3	$256K	Sell	4,245 -3,475	-45%	-$210K	0.03%	311
2024 Q2	$450K	Buy	+7,720	New	+$450K	0.06%	210