Concurrent Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$37.1M Buy
2025
Q2
$33.1M Buy
2025
Q1
$14.4M Buy
2024
Q4
$13.9M Sell
2024
Q3
$14.7M Buy
2024
Q2
$11.5M Buy
2024
Q1
$10.7M Buy
2023
Q4
$3.29M Buy