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

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

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 41,695 shares of VTI stock, worth $13.1 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
41,695
Previous 41,482 0.51%
Holding current value
$13.1 Million
Previous $12 Million 4.68%
% of portfolio
1.33%
Previous 1.46%

Shares

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

May 15, 2025
BUY
$271.18 - $303.12 $57,761 - $64,564
213 Added 0.51%
41,695 $11.5 Million
Q4 2024

Feb 12, 2025
SELL
$280.04 - $302.45 $207,789 - $224,417
-742 Reduced 1.76%
41,482 $12 Million
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
3,487
Shares Held
525M
Call Options Held
1.1M
Put Options Held
904K
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
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