Concurrent Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
8,334
+1,012
| +14% | +$280K | 0.04% | 393 |
|
|
2025
Q1 | $1.84M | Buy |
7,322
+876
| +14% | +$221K | 0.04% | 377 |
|
|
2024
Q4 | $1.81M | Buy |
6,446
+279
| +5% | +$78.1K | 0.05% | 347 |
|
|
2024
Q3 | $1.65M | Buy |
6,167
+2,645
| +75% | +$707K | 0.05% | 357 |
|
|
2024
Q2 | $881K | Buy |
3,522
+52
| +1% | +$13K | 0.03% | 454 |
|
|
2024
Q1 | $905K | Buy |
3,470
+352
| +11% | +$91.8K | 0.04% | 386 |
|
|
2023
Q4 | $754K | Buy |
+3,118
| New | +$754K | 0.04% | 387 |
|