Concurrent Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$711K	Buy	6,774 +211	+3%	+$22.2K	0.01%	717
2025 Q1	$648K	Buy	6,563 +844	+15%	+$83.3K	0.02%	665
2024 Q4	$603K	Buy	+5,719	New	+$603K	0.02%	617