CIA
Concurrent Investment Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
16,287
+12,453
| +325% | +$965K | 0.02% | 537 |
|
|
2025
Q1 | $269K | Buy |
+3,834
| New | +$269K | 0.01% | 975 |
|
|
2024
Q4 | – | Sell |
-3,049
| Closed | -$217K | – | 1101 |
|
|
2024
Q3 | $217K | Sell |
3,049
-2,907
| -49% | -$207K | 0.01% | 904 |
|
|
2024
Q2 | $398K | Sell |
5,956
-689
| -10% | -$46K | 0.01% | 651 |
|
|
2024
Q1 | $447K | Sell |
6,645
-1
| -0% | -$67 | 0.02% | 575 |
|
|
2023
Q4 | $428K | Buy |
+6,646
| New | +$428K | 0.02% | 527 |
|