PIA
Perennial Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
8,905
+2,065
| +30% | +$578K | 0.24% | 86 |
|
|
2025
Q1 | $1.77M | Buy |
6,840
+86
| +1% | +$22.2K | 0.2% | 93 |
|
|
2024
Q4 | $1.78M | Buy |
6,754
+861
| +15% | +$227K | 0.21% | 86 |
|
|
2024
Q3 | $1.55M | Buy |
5,893
+354
| +6% | +$93.4K | 0.2% | 89 |
|
|
2024
Q2 | $1.34M | Buy |
5,539
+223
| +4% | +$54K | 0.19% | 88 |
|
|
2024
Q1 | $1.33M | Buy |
5,316
+439
| +9% | +$110K | 0.2% | 85 |
|
|
2023
Q4 | $1.13M | Buy |
4,877
+496
| +11% | +$115K | 0.19% | 96 |
|
|
2023
Q3 | $912K | Buy |
4,381
+195
| +5% | +$40.6K | 0.16% | 108 |
|
|
2023
Q2 | $922K | Buy |
4,186
+306
| +8% | +$67.4K | 0.16% | 110 |
|
|
2023
Q1 | $818K | Buy |
3,880
+1,208
| +45% | +$255K | 0.15% | 115 |
|
|
2022
Q4 | $545K | Buy |
2,672
+647
| +32% | +$132K | 0.22% | 94 |
|
|
2022
Q3 | $381K | Buy |
+2,025
| New | +$381K | 0.17% | 110 |
|