Concurrent Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.32M	Sell
2025 Q2	$2.31M	Buy
2025 Q1	$1.84M	Buy
2024 Q4	$1.81M	Buy
2024 Q3	$1.65M	Buy
2024 Q2	$881K	Buy
2024 Q1	$905K	Buy
2023 Q4	$754K	Buy