Concurrent Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.06M	Sell
2025 Q1	$4.76M	Buy
2024 Q4	$3.65M	Sell
2024 Q3	$3.58M	Sell
2024 Q2	$3.38M	Sell
2024 Q1	$3.9M	Sell
2023 Q4	$4.25M	Buy