PIA
Perennial Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Sell |
10,716
-598
| -5% | -$122K | 0.21% | 94 |
|
|
2025
Q1 | $2.19M | Sell |
11,314
-666
| -6% | -$129K | 0.25% | 76 |
|
|
2024
Q4 | $2.35M | Buy |
11,980
+293
| +3% | +$57.4K | 0.28% | 70 |
|
|
2024
Q3 | $2.31M | Sell |
11,687
-624
| -5% | -$124K | 0.3% | 64 |
|
|
2024
Q2 | $2.25M | Sell |
12,311
-449
| -4% | -$82K | 0.32% | 64 |
|
|
2024
Q1 | $2.33M | Sell |
12,760
-39
| -0.3% | -$7.12K | 0.35% | 57 |
|
|
2023
Q4 | $2.18M | Buy |
12,799
+589
| +5% | +$100K | 0.36% | 61 |
|
|
2023
Q3 | $1.9M | Buy |
12,210
+7
| +0.1% | +$1.09K | 0.34% | 67 |
|
|
2023
Q2 | $1.98M | Buy |
12,203
+450
| +4% | +$73.1K | 0.35% | 61 |
|
|
2023
Q1 | $1.81M | Buy |
11,753
+6,336
| +117% | +$976K | 0.34% | 68 |
|
|
2022
Q4 | $822K | Buy |
5,417
+4
| +0.1% | +$607 | 0.33% | 58 |
|
|
2022
Q3 | $732K | Buy |
5,413
+655
| +14% | +$88.6K | 0.33% | 60 |
|
|
2022
Q2 | $683K | Buy |
4,758
+2
| +0% | +$287 | 0.27% | 72 |
|
|
2022
Q1 | $771K | Buy |
4,756
+1,456
| +44% | +$236K | 0.24% | 83 |
|
|
2021
Q4 | $567K | Buy |
3,300
+917
| +38% | +$158K | 0.18% | 105 |
|
|
2021
Q3 | $366K | Hold |
2,383
| – | – | 0.13% | 142 |
|
|
2021
Q2 | $369K | Buy |
2,383
+430
| +22% | +$66.6K | 0.13% | 135 |
|
|
2021
Q1 | $287K | Buy |
1,953
+322
| +20% | +$47.3K | 0.11% | 145 |
|
|
2020
Q4 | $230K | Hold |
1,631
| – | – | 0.1% | 145 |
|
|
2020
Q3 | $209K | Buy |
+1,631
| New | +$209K | 0.1% | 137 |
|
|
2020
Q2 | – | Sell |
-3,169
| Closed | -$328K | – | 140 |
|
|
2020
Q1 | $328K | Sell |
3,169
-1,760
| -36% | -$182K | 0.29% | 76 |
|
|
2019
Q4 | $614K | Buy |
+4,929
| New | +$614K | 0.48% | 54 |
|