PIA
Perennial Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
41,326
-369
| -0.9% | -$112K | 1.21% | 16 |
|
|
2025
Q1 | $11.5M | Buy |
41,695
+213
| +0.5% | +$58.5K | 1.29% | 18 |
|
|
2024
Q4 | $12M | Sell |
41,482
-742
| -2% | -$215K | 1.42% | 15 |
|
|
2024
Q3 | $12M | Sell |
42,224
-1,616
| -4% | -$458K | 1.55% | 13 |
|
|
2024
Q2 | $11.7M | Sell |
43,840
-838
| -2% | -$224K | 1.67% | 12 |
|
|
2024
Q1 | $11.6M | Sell |
44,678
-2,086
| -4% | -$542K | 1.76% | 10 |
|
|
2023
Q4 | $11.1M | Sell |
46,764
-2,548
| -5% | -$604K | 1.84% | 7 |
|
|
2023
Q3 | $10.5M | Sell |
49,312
-231
| -0.5% | -$49.1K | 1.89% | 8 |
|
|
2023
Q2 | $10.9M | Sell |
49,543
-1,435
| -3% | -$316K | 1.92% | 7 |
|
|
2023
Q1 | $10.4M | Buy |
50,978
+36,859
| +261% | +$7.52M | 1.93% | 8 |
|
|
2022
Q4 | $2.7M | Sell |
14,119
-27
| -0.2% | -$5.16K | 1.1% | 22 |
|
|
2022
Q3 | $2.54M | Buy |
14,146
+163
| +1% | +$29.3K | 1.15% | 17 |
|
|
2022
Q2 | $2.64M | Sell |
13,983
-1,060
| -7% | -$200K | 1.03% | 20 |
|
|
2022
Q1 | $3.42M | Buy |
15,043
+2,142
| +17% | +$488K | 1.08% | 18 |
|
|
2021
Q4 | $3.11M | Sell |
12,901
-913
| -7% | -$220K | 0.97% | 18 |
|
|
2021
Q3 | $3.07M | Buy |
13,814
+664
| +5% | +$148K | 1.09% | 17 |
|
|
2021
Q2 | $2.93M | Sell |
13,150
-249
| -2% | -$55.5K | 1.07% | 17 |
|
|
2021
Q1 | $2.77M | Buy |
13,399
+7
| +0.1% | +$1.45K | 1.09% | 16 |
|
|
2020
Q4 | $2.61M | Buy |
13,392
+3,322
| +33% | +$647K | 1.12% | 18 |
|
|
2020
Q3 | $1.72M | Sell |
10,070
-1,735
| -15% | -$295K | 0.86% | 25 |
|
|
2020
Q2 | $1.85M | Buy |
11,805
+1,355
| +13% | +$212K | 1.25% | 19 |
|
|
2020
Q1 | $1.35M | Sell |
10,450
-6,207
| -37% | -$800K | 1.2% | 20 |
|
|
2019
Q4 | $2.73M | Buy |
+16,657
| New | +$2.73M | 2.15% | 9 |
|