CIA
Concurrent Investment Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
25,504
+4,274
| +20% | +$2.83M | 0.33% | 62 |
|
|
2025
Q1 | $11.5M | Buy |
21,230
+10,639
| +100% | +$5.77M | 0.28% | 81 |
|
|
2024
Q4 | $6.59M | Sell |
10,591
-621
| -6% | -$386K | 0.18% | 116 |
|
|
2024
Q3 | $6.58M | Sell |
11,212
-189
| -2% | -$111K | 0.19% | 112 |
|
|
2024
Q2 | $6.57M | Sell |
11,401
-706
| -6% | -$407K | 0.22% | 108 |
|
|
2024
Q1 | $6.35M | Sell |
12,107
-1,821
| -13% | -$955K | 0.26% | 94 |
|
|
2023
Q4 | $6.74M | Buy |
+13,928
| New | +$6.74M | 0.32% | 76 |
|