Perennial Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,279 shares of VBK stock, worth $865,065. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,279
Previous 3,391 3.3%
Holding current value
$865,065
Previous $949,000 13.07%
% of portfolio
0.1%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$247.97 - $296.33 $27,772 - $33,188
-112 Reduced 3.3%
3,279 $825,000
Q4 2024

Feb 12, 2025
SELL
$264.18 - $304.19 $52,836 - $60,838
-200 Reduced 5.57%
3,391 $949,000
Q3 2024

Nov 14, 2024
BUY
$240.48 - $267.94 $15,150 - $16,880
63 Added 1.79%
3,591 $960,000
Q2 2024

Aug 09, 2024
BUY
$237.63 - $258.31 $25,664 - $27,897
108 Added 3.16%
3,528 $882,000
Q1 2024

May 14, 2024
SELL
$231.0 - $260.72 $462 - $521
-2 Reduced 0.06%
3,420 $891,000
Q4 2023

Feb 14, 2024
BUY
$196.36 - $245.46 $392 - $490
2 Added 0.06%
3,422 $827,000
Q3 2023

Nov 14, 2023
BUY
$210.59 - $239.48 $421 - $478
2 Added 0.06%
3,420 $732,000
Q2 2023

Aug 14, 2023
SELL
$209.12 - $229.74 $57,717 - $63,408
-276 Reduced 7.47%
3,418 $785,000
Q1 2023

May 11, 2023
BUY
$198.77 - $233.54 $734,256 - $862,696
3,694 New
3,694 $799,000

Others Institutions Holding VBK

# of Institutions
1,209
Shares Held
44.8M
Call Options Held
48.5K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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