CIA
Concurrent Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
7,230
-280
| -4% | -$78.4K | 0.04% | 427 |
|
|
2025
Q1 | $1.86M | Sell |
7,510
-471
| -6% | -$117K | 0.05% | 376 |
|
|
2024
Q4 | $2.03M | Sell |
7,981
-523
| -6% | -$133K | 0.05% | 321 |
|
|
2024
Q3 | $2.21M | Sell |
8,504
-497
| -6% | -$129K | 0.07% | 285 |
|
|
2024
Q2 | $2.12M | Sell |
9,001
-2,210
| -20% | -$520K | 0.07% | 259 |
|
|
2024
Q1 | $2.74M | Sell |
11,211
-2,047
| -15% | -$500K | 0.11% | 190 |
|
|
2023
Q4 | $2.92M | Buy |
+13,258
| New | +$2.92M | 0.14% | 161 |
|