PERENNIAL INVESTMENT ADVISORS, LLC – Vanguard 500 Index Fund Transaction History
PERENNIAL INVESTMENT ADVISORS, LLC portfolio value:
$2.45M
portfolio value
PERENNIAL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-5.36%
quarter
Vanguard 500 Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.65% | 193 shares | -75K | $328.3 | 7.46K |
| Q2 2022 | share | Decrease | -3.49% | -263 shares | -605K | $346.88 | 7.27K |
| Q1 2022 | share | Increase | +3.23% | 236 shares | -57K | $415.17 | 7.53K |
| Q4 2021 | share | Increase | +0.77% | 56 shares | 329K | $437.77 | 7.3K |
| Q3 2021 | share | Increase | +22.04% | 1.30K shares | 523K | $394.4 | 7.24K |
| Q2 2021 | share | Increase | +50.77% | 1.99K shares | 902K | $392.24 | 5.93K |
| Q1 2021 | share | Increase | +1.50% | 58 shares | 101K | $361.88 | 3.93K |
| Q4 2020 | share | Increase | +80.17% | 1.72K shares | 670K | $340.23 | 3.87K |
| Q3 2020 | share | Decrease | -23.08% | -646 shares | -130K | $303.31 | 2.15K |
| Q2 2020 | share | Increase | +9.21% | 236 shares | 186K | $278.24 | 2.79K |
| Q1 2020 | share | Decrease | -47.33% | -2.30K shares | -832K | $231.3 | 2.56K |
| Q4 2019 | share | Increase | 0.00% | 4.86K shares | 1.43M | $287.62 | 4.86K |