CIA
Concurrent Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
171,877
+14,289
| +9% | +$1.12M | 0.26% | 85 |
|
|
2025
Q1 | $12.3M | Buy |
157,588
+30,252
| +24% | +$2.37M | 0.3% | 74 |
|
|
2024
Q4 | $9.84M | Sell |
127,336
-16,745
| -12% | -$1.29M | 0.26% | 82 |
|
|
2024
Q3 | $11.3M | Sell |
144,081
-36,157
| -20% | -$2.85M | 0.33% | 73 |
|
|
2024
Q2 | $13.8M | Sell |
180,238
-9,652
| -5% | -$740K | 0.45% | 48 |
|
|
2024
Q1 | $14.6M | Buy |
189,890
+5,047
| +3% | +$387K | 0.59% | 31 |
|
|
2023
Q4 | $14.2M | Buy |
+184,843
| New | +$14.2M | 0.67% | 27 |
|