CIA
Concurrent Investment Advisors’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Sell |
17,468
-1,699
| -9% | -$422K | 0.08% | 248 |
|
|
2025
Q1 | $5.07M | Buy |
19,167
+6,012
| +46% | +$1.59M | 0.12% | 182 |
|
|
2024
Q4 | $3.34M | Sell |
13,155
-769
| -6% | -$195K | 0.09% | 220 |
|
|
2024
Q3 | $3.93M | Sell |
13,924
-191
| -1% | -$53.9K | 0.12% | 181 |
|
|
2024
Q2 | $3.75M | Sell |
14,115
-993
| -7% | -$264K | 0.12% | 171 |
|
|
2024
Q1 | $4.09M | Sell |
15,108
-1,076
| -7% | -$291K | 0.16% | 139 |
|
|
2023
Q4 | $4.06M | Buy |
+16,184
| New | +$4.06M | 0.19% | 129 |
|