PIA
Perennial Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Buy |
5,298
+82
| +2% | +$46.6K | 0.29% | 73 |
|
|
2025
Q1 | $2.68M | Buy |
5,216
+500
| +11% | +$257K | 0.3% | 67 |
|
|
2024
Q4 | $2.54M | Buy |
4,716
+483
| +11% | +$260K | 0.3% | 69 |
|
|
2024
Q3 | $2.23M | Sell |
4,233
-64
| -1% | -$33.8K | 0.29% | 67 |
|
|
2024
Q2 | $2.15M | Buy |
4,297
+20
| +0.5% | +$10K | 0.31% | 65 |
|
|
2024
Q1 | $2.06M | Buy |
4,277
+129
| +3% | +$62K | 0.31% | 63 |
|
|
2023
Q4 | $1.81M | Sell |
4,148
-600
| -13% | -$262K | 0.3% | 65 |
|
|
2023
Q3 | $1.86M | Buy |
4,748
+39
| +0.8% | +$15.3K | 0.34% | 68 |
|
|
2023
Q2 | $1.92M | Sell |
4,709
-37
| -0.8% | -$15.1K | 0.34% | 66 |
|
|
2023
Q1 | $1.78M | Sell |
4,746
-2,279
| -32% | -$857K | 0.33% | 69 |
|
|
2022
Q4 | $2.47M | Sell |
7,025
-441
| -6% | -$155K | 1% | 25 |
|
|
2022
Q3 | $2.45M | Buy |
7,466
+193
| +3% | +$63.4K | 1.11% | 19 |
|
|
2022
Q2 | $2.53M | Sell |
7,273
-263
| -3% | -$91.3K | 0.99% | 23 |
|
|
2022
Q1 | $3.13M | Buy |
7,536
+236
| +3% | +$98.1K | 0.99% | 21 |
|
|
2021
Q4 | $3.19M | Buy |
7,300
+56
| +0.8% | +$24.5K | 1% | 16 |
|
|
2021
Q3 | $2.86M | Buy |
7,244
+1,308
| +22% | +$516K | 1.01% | 20 |
|
|
2021
Q2 | $2.34M | Buy |
5,936
+1,999
| +51% | +$787K | 0.85% | 21 |
|
|
2021
Q1 | $1.43M | Buy |
3,937
+58
| +1% | +$21.1K | 0.57% | 38 |
|
|
2020
Q4 | $1.33M | Buy |
3,879
+1,726
| +80% | +$593K | 0.57% | 36 |
|
|
2020
Q3 | $663K | Sell |
2,153
-646
| -23% | -$199K | 0.33% | 64 |
|
|
2020
Q2 | $793K | Buy |
2,799
+236
| +9% | +$66.9K | 0.54% | 38 |
|
|
2020
Q1 | $607K | Sell |
2,563
-2,303
| -47% | -$545K | 0.54% | 42 |
|
|
2019
Q4 | $1.44M | Buy |
+4,866
| New | +$1.44M | 1.14% | 19 |
|