CIA
Concurrent Investment Advisors’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
29,747
+207
| +0.7% | +$27.2K | 0.08% | 272 |
|
|
2025
Q1 | $3.81M | Buy |
29,540
+7,938
| +37% | +$1.02M | 0.09% | 231 |
|
|
2024
Q4 | $2.7M | Buy |
21,602
+2,102
| +11% | +$263K | 0.07% | 258 |
|
|
2024
Q3 | $2.5M | Buy |
19,500
+1,222
| +7% | +$157K | 0.07% | 250 |
|
|
2024
Q2 | $2.17M | Buy |
18,278
+310
| +2% | +$36.7K | 0.07% | 250 |
|
|
2024
Q1 | $2.15M | Sell |
17,968
-1,448
| -7% | -$173K | 0.09% | 233 |
|
|
2023
Q4 | $2.12M | Buy |
+19,416
| New | +$2.12M | 0.1% | 221 |
|