CIA
Concurrent Investment Advisors’s Vanguard Mega Cap Growth ETF MGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.4M | Buy |
69,251
+4,785
| +7% | +$1.75M | 0.49% | 37 |
|
|
2025
Q1 | $19.9M | Buy |
64,466
+22,279
| +53% | +$6.88M | 0.48% | 40 |
|
|
2024
Q4 | $14.5M | Buy |
42,187
+6,223
| +17% | +$2.14M | 0.39% | 51 |
|
|
2024
Q3 | $11.6M | Buy |
35,964
+1,149
| +3% | +$370K | 0.34% | 69 |
|
|
2024
Q2 | $10.9M | Buy |
34,815
+1,860
| +6% | +$584K | 0.36% | 61 |
|
|
2024
Q1 | $9.45M | Buy |
32,955
+1,623
| +5% | +$465K | 0.38% | 58 |
|
|
2023
Q4 | $8.13M | Buy |
+31,332
| New | +$8.13M | 0.38% | 63 |
|