CIA
Concurrent Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.1M | Buy |
161,657
+87,250
| +117% | +$17.9M | 0.64% | 27 |
|
|
2025
Q1 | $14.4M | Buy |
74,407
+3,388
| +5% | +$657K | 0.35% | 57 |
|
|
2024
Q4 | $13.9M | Sell |
71,019
-3,241
| -4% | -$635K | 0.37% | 55 |
|
|
2024
Q3 | $14.7M | Buy |
74,260
+11,039
| +17% | +$2.19M | 0.43% | 49 |
|
|
2024
Q2 | $11.5M | Buy |
63,221
+4,713
| +8% | +$860K | 0.38% | 59 |
|
|
2024
Q1 | $10.7M | Buy |
58,508
+39,216
| +203% | +$7.16M | 0.43% | 53 |
|
|
2023
Q4 | $3.29M | Buy |
+19,292
| New | +$3.29M | 0.16% | 149 |
|