Perennial Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.69M Buy
2025
Q1
$7.82M Buy
2024
Q4
$8.53M Buy
2024
Q3
$7.37M Buy
2024
Q2
$6.97M Buy
2024
Q1
$6.09M Buy
2023
Q4
$5.42M Buy
2023
Q3
$4.51M Buy
2023
Q2
$4.59M Buy
2023
Q1
$3.86M Buy
2022
Q4
$2.77M Buy
2022
Q3
$2.34M Buy
2022
Q2
$938K Sell
2022
Q1
$1.28M Sell
2021
Q4
$1.62M Sell
2021
Q3
$1.68M Buy
2021
Q2
$1.38M Sell
2021
Q1
$1.26M Hold
2020
Q4
$1.24M Buy
2020
Q3
$1.11M Hold
2020
Q2
$987K Buy
2020
Q1
$758K Sell
2019
Q4
$955K Buy