CIA
Concurrent Investment Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4M | Buy |
294,731
+19,812
| +7% | +$1.64M | 0.47% | 40 |
|
|
2025
Q1 | $22.5M | Buy |
274,919
+20,907
| +8% | +$1.71M | 0.55% | 32 |
|
|
2024
Q4 | $20.4M | Buy |
254,012
+24,270
| +11% | +$1.95M | 0.55% | 33 |
|
|
2024
Q3 | $19.2M | Buy |
229,742
+146,938
| +177% | +$12.3M | 0.57% | 33 |
|
|
2024
Q2 | $6.62M | Buy |
82,804
+6,319
| +8% | +$505K | 0.22% | 107 |
|
|
2024
Q1 | $6.16M | Buy |
76,485
+17,412
| +29% | +$1.4M | 0.25% | 96 |
|
|
2023
Q4 | $4.8M | Buy |
+59,073
| New | +$4.8M | 0.23% | 99 |
|