Concurrent Investment Advisors’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History

Concurrent Investment Advisors’s Portfolio MGC Stock Details MGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.26M	Buy
2025 Q2	$1.92M	Buy
2025 Q1	$1.49M	Buy
2024 Q4	$1.19M	Buy
2024 Q3	$597K	Buy