PIA
Perennial Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
6,047
+936
| +18% | +$47.1K | 0.03% | 340 |
|
|
2025
Q1 | $255K | Buy |
+5,111
| New | +$255K | 0.03% | 349 |
|
|
2023
Q1 | – | Sell |
-10,911
| Closed | -$510K | – | 339 |
|
|
2022
Q4 | $510K | Sell |
10,911
-36,946
| -77% | -$1.73M | 0.21% | 100 |
|
|
2022
Q3 | $2.3M | Sell |
47,857
-1,703
| -3% | -$81.9K | 1.04% | 24 |
|
|
2022
Q2 | $2.48M | Buy |
49,560
+646
| +1% | +$32.4K | 0.97% | 24 |
|
|
2022
Q1 | $2.5M | Sell |
48,914
-1,457
| -3% | -$74.6K | 0.79% | 26 |
|
|
2021
Q4 | $2.59M | Buy |
50,371
+604
| +1% | +$31K | 0.81% | 23 |
|
|
2021
Q3 | $2.62M | Sell |
49,767
-4,191
| -8% | -$220K | 0.93% | 21 |
|
|
2021
Q2 | $2.83M | Buy |
53,958
+3,287
| +6% | +$172K | 1.03% | 19 |
|
|
2021
Q1 | $2.61M | Sell |
50,671
-8,630
| -15% | -$445K | 1.03% | 19 |
|
|
2020
Q4 | $3.03M | Sell |
59,301
-38,199
| -39% | -$1.95M | 1.3% | 13 |
|
|
2020
Q3 | $4.98M | Buy |
97,500
+56,495
| +138% | +$2.88M | 2.49% | 9 |
|
|
2020
Q2 | $2.06M | Sell |
41,005
-8,206
| -17% | -$412K | 1.39% | 14 |
|
|
2020
Q1 | $2.4M | Buy |
49,211
+39,114
| +387% | +$1.91M | 2.13% | 9 |
|
|
2019
Q4 | $498K | Buy |
+10,097
| New | +$498K | 0.39% | 62 |
|