PIA
Perennial Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.39M | Buy |
14,150
+342
| +2% | +$227K | 0.91% | 23 |
|
|
2025
Q1 | $7.49M | Buy |
13,808
+54
| +0.4% | +$29.3K | 0.84% | 27 |
|
|
2024
Q4 | $8.55M | Sell |
13,754
-1,804
| -12% | -$1.12M | 1.01% | 26 |
|
|
2024
Q3 | $9.13M | Sell |
15,558
-608
| -4% | -$357K | 1.18% | 17 |
|
|
2024
Q2 | $9.32M | Buy |
16,166
+2,338
| +17% | +$1.35M | 1.33% | 15 |
|
|
2024
Q1 | $7.25M | Buy |
13,828
+375
| +3% | +$197K | 1.1% | 19 |
|
|
2023
Q4 | $6.51M | Buy |
13,453
+430
| +3% | +$208K | 1.08% | 20 |
|
|
2023
Q3 | $5.4M | Buy |
13,023
+51
| +0.4% | +$21.2K | 0.98% | 20 |
|
|
2023
Q2 | $5.74M | Buy |
12,972
+197
| +2% | +$87.1K | 1.01% | 19 |
|
|
2023
Q1 | $4.92M | Buy |
12,775
+952
| +8% | +$367K | 0.92% | 21 |
|
|
2022
Q4 | $3.78M | Buy |
11,823
+1,134
| +11% | +$362K | 1.54% | 10 |
|
|
2022
Q3 | $3.29M | Buy |
10,689
+5,446
| +104% | +$1.67M | 1.49% | 11 |
|
|
2022
Q2 | $1.71M | Sell |
5,243
-55
| -1% | -$18K | 0.67% | 30 |
|
|
2022
Q1 | $2.21M | Sell |
5,298
-505
| -9% | -$210K | 0.7% | 28 |
|
|
2021
Q4 | $2.66M | Buy |
5,803
+1,856
| +47% | +$849K | 0.83% | 22 |
|
|
2021
Q3 | $1.58M | Buy |
3,947
+195
| +5% | +$78.3K | 0.56% | 33 |
|
|
2021
Q2 | $1.5M | Sell |
3,752
-137
| -4% | -$54.7K | 0.55% | 35 |
|
|
2021
Q1 | $1.39M | Sell |
3,889
-1,027
| -21% | -$368K | 0.55% | 39 |
|
|
2020
Q4 | $1.74M | Buy |
4,916
+551
| +13% | +$195K | 0.74% | 28 |
|
|
2020
Q3 | $1.36M | Buy |
+4,365
| New | +$1.36M | 0.68% | 26 |
|