CIA
Concurrent Investment Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
277,686
+62,151
| +29% | +$3.54M | 0.31% | 70 |
|
|
2025
Q1 | $11M | Sell |
215,535
-11,557
| -5% | -$587K | 0.27% | 89 |
|
|
2024
Q4 | $10.9M | Buy |
227,092
+4,984
| +2% | +$238K | 0.29% | 76 |
|
|
2024
Q3 | $11.7M | Buy |
222,108
+5,161
| +2% | +$273K | 0.35% | 67 |
|
|
2024
Q2 | $10.7M | Sell |
216,947
-6,257
| -3% | -$309K | 0.35% | 65 |
|
|
2024
Q1 | $11.2M | Buy |
223,204
+17,393
| +8% | +$873K | 0.45% | 50 |
|
|
2023
Q4 | $9.86M | Buy |
+205,811
| New | +$9.86M | 0.47% | 48 |
|