CIA
Concurrent Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.06M | Sell |
39,765
-50
| -0.1% | -$6.37K | 0.1% | 219 |
|
|
2025
Q1 | $4.76M | Buy |
39,815
+8,910
| +29% | +$1.06M | 0.12% | 191 |
|
|
2024
Q4 | $3.65M | Sell |
30,905
-1,656
| -5% | -$196K | 0.1% | 211 |
|
|
2024
Q3 | $3.58M | Sell |
32,561
-1,236
| -4% | -$136K | 0.11% | 201 |
|
|
2024
Q2 | $3.38M | Sell |
33,797
-4,277
| -11% | -$427K | 0.11% | 187 |
|
|
2024
Q1 | $3.9M | Sell |
38,074
-7,966
| -17% | -$816K | 0.16% | 143 |
|
|
2023
Q4 | $4.25M | Buy |
+46,040
| New | +$4.25M | 0.2% | 118 |
|