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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.92M Buy
8,553
+1,153
+16% +$259K 0.04% 436
2025
Q1 		$1.49M Buy
7,400
+1,827
+33% +$368K 0.04% 431
2024
Q4 		$1.19M Buy
5,573
+2,683
+93% +$571K 0.03% 447
2024
Q3 		$597K Buy
+2,890
New +$597K 0.02% 579