CIA
Concurrent Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6M | Buy |
55,852
+7,930
| +17% | +$2.22M | 0.3% | 72 |
|
|
2025
Q1 | $12.4M | Buy |
47,922
+5,265
| +12% | +$1.36M | 0.3% | 72 |
|
|
2024
Q4 | $11.3M | Sell |
42,657
-259
| -0.6% | -$68.4K | 0.3% | 73 |
|
|
2024
Q3 | $11.3M | Buy |
42,916
+10,773
| +34% | +$2.84M | 0.33% | 74 |
|
|
2024
Q2 | $7.78M | Buy |
32,143
+3,003
| +10% | +$727K | 0.26% | 89 |
|
|
2024
Q1 | $7.28M | Buy |
29,140
+454
| +2% | +$113K | 0.29% | 78 |
|
|
2023
Q4 | $6.67M | Buy |
+28,686
| New | +$6.67M | 0.32% | 77 |
|