CIA
Concurrent Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
69,508
+8,230
| +13% | +$833K | 0.14% | 160 |
|
|
2025
Q1 | $5.91M | Buy |
61,278
+2,459
| +4% | +$237K | 0.14% | 152 |
|
|
2024
Q4 | $6.24M | Buy |
58,819
+5,121
| +10% | +$543K | 0.17% | 124 |
|
|
2024
Q3 | $5.81M | Buy |
53,698
+32,261
| +150% | +$3.49M | 0.17% | 126 |
|
|
2024
Q2 | $2.11M | Buy |
21,437
+2,586
| +14% | +$254K | 0.07% | 260 |
|
|
2024
Q1 | $1.91M | Buy |
18,851
+937
| +5% | +$95.1K | 0.08% | 251 |
|
|
2023
Q4 | $1.78M | Buy |
+17,914
| New | +$1.78M | 0.08% | 248 |
|