CIA
Concurrent Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
44,605
+9,468
| +27% | +$2.24M | 0.2% | 105 |
|
|
2025
Q1 | $7.79M | Sell |
35,137
-10,164
| -22% | -$2.25M | 0.19% | 118 |
|
|
2024
Q4 | $10.9M | Buy |
45,301
+9,067
| +25% | +$2.18M | 0.29% | 75 |
|
|
2024
Q3 | $8.6M | Buy |
36,234
+15,469
| +74% | +$3.67M | 0.25% | 88 |
|
|
2024
Q2 | $4.53M | Buy |
20,765
+1,267
| +6% | +$276K | 0.15% | 149 |
|
|
2024
Q1 | $4.46M | Sell |
19,498
-2,501
| -11% | -$572K | 0.18% | 130 |
|
|
2023
Q4 | $4.69M | Buy |
+21,999
| New | +$4.69M | 0.22% | 101 |
|