Perennial Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $12M | Sell |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $11.1M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $10.9M | Sell |
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|
2023
Q1 | $10.4M | Buy |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $2.54M | Buy |
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|
2022
Q2 | $2.63M | Sell |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $3.11M | Sell |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $2.93M | Sell |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $2.61M | Buy |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $2.73M | Buy |
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