Perennial Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 42,224 shares of VTI stock, worth $12.4 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
42,224
Previous 43,840 3.69%
Holding current value
$12.4 Million
Previous $11.7 Million 1.95%
% of portfolio
1.57%
Previous 1.68%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$255.18 - $283.2 $412,370 - $457,651
-1,616 Reduced 3.69%
42,224 $12 Million
Q2 2024

Aug 09, 2024
SELL
$245.23 - $269.4 $205,502 - $225,757
-838 Reduced 1.88%
43,840 $11.7 Million
Q1 2024

May 14, 2024
SELL
$232.77 - $260.14 $485,558 - $542,652
-2,086 Reduced 4.46%
44,678 $11.6 Million
Q4 2023

Feb 14, 2024
SELL
$203.12 - $238.25 $517,549 - $607,061
-2,548 Reduced 5.17%
46,764 $11.1 Million
Q3 2023

Nov 14, 2023
SELL
$211.41 - $228.35 $48,835 - $52,748
-231 Reduced 0.47%
49,312 $10.5 Million
Q2 2023

Aug 14, 2023
SELL
$200.75 - $220.28 $288,076 - $316,101
-1,435 Reduced 2.81%
49,543 $10.9 Million
Q1 2023

May 11, 2023
BUY
$189.85 - $210.01 $7 Million - $7.74 Million
36,859 Added 261.06%
50,978 $10.4 Million
Q4 2022

Feb 09, 2023
SELL
$179.3 - $204.18 $4,841 - $5,512
-27 Reduced 0.19%
14,119 $2.7 Million
Q3 2022

Nov 09, 2022
BUY
$179.47 - $216.24 $29,253 - $35,247
163 Added 1.17%
14,146 $2.54 Million
Q2 2022

Aug 10, 2022
SELL
$183.02 - $230.52 $194,001 - $244,351
-1,060 Reduced 7.05%
13,983 $2.64 Million
Q1 2022

May 09, 2022
BUY
$209.9 - $242.97 $449,605 - $520,441
2,142 Added 16.6%
15,043 $3.42 Million
Q4 2021

Feb 14, 2022
SELL
$221.73 - $242.96 $202,439 - $221,822
-913 Reduced 6.61%
12,901 $3.11 Million
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $145,568 - $155,621
664 Added 5.05%
13,814 $3.07 Million
Q2 2021

Jul 29, 2021
SELL
$209.28 - $222.82 $52,110 - $55,482
-249 Reduced 1.86%
13,150 $2.93 Million
Q1 2021

Apr 29, 2021
BUY
$191.87 - $208.85 $1,343 - $1,461
7 Added 0.05%
13,399 $2.77 Million
Q4 2020

Jan 22, 2021
BUY
$166.99 - $194.64 $554,740 - $646,594
3,322 Added 32.99%
13,392 $2.61 Million
Q3 2020

Oct 26, 2020
SELL
$157.44 - $181.24 $273,158 - $314,451
-1,735 Reduced 14.7%
10,070 $1.72 Million
Q2 2020

Jul 16, 2020
BUY
$122.96 - $164.1 $166,610 - $222,355
1,355 Added 12.97%
11,805 $1.85 Million
Q1 2020

Apr 29, 2020
SELL
$111.91 - $172.17 $694,625 - $1.07 Million
-6,207 Reduced 37.26%
10,450 $1.35 Million
Q4 2019

Feb 07, 2020
BUY
$146.61 - $164.29 $2.44 Million - $2.74 Million
16,657 New
16,657 $2.73 Million

Others Institutions Holding VTI

# of Institutions
3,046
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email