CIA
Concurrent Investment Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.89M | Buy |
50,710
+662
| +1% | +$129K | 0.19% | 113 |
|
|
2025
Q1 | $9.32M | Sell |
50,048
-635
| -1% | -$118K | 0.23% | 98 |
|
|
2024
Q4 | $10M | Buy |
50,683
+28
| +0.1% | +$5.55K | 0.27% | 81 |
|
|
2024
Q3 | $10.2M | Buy |
50,655
+3,532
| +7% | +$709K | 0.3% | 80 |
|
|
2024
Q2 | $8.6M | Buy |
47,123
+1,033
| +2% | +$189K | 0.28% | 82 |
|
|
2024
Q1 | $8.84M | Sell |
46,090
-576
| -1% | -$111K | 0.36% | 63 |
|
|
2023
Q4 | $8.4M | Buy |
+46,666
| New | +$8.4M | 0.4% | 61 |
|