CIA
Concurrent Investment Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.25M | Buy |
31,906
+2,241
| +8% | +$369K | 0.1% | 208 |
|
|
2025
Q1 | $4.76M | Buy |
29,665
+3,404
| +13% | +$546K | 0.12% | 190 |
|
|
2024
Q4 | $4.25M | Buy |
26,261
+1,763
| +7% | +$285K | 0.11% | 182 |
|
|
2024
Q3 | $4.11M | Buy |
24,498
+2,514
| +11% | +$422K | 0.12% | 177 |
|
|
2024
Q2 | $3.31M | Buy |
21,984
+1,070
| +5% | +$161K | 0.11% | 194 |
|
|
2024
Q1 | $3.26M | Buy |
20,914
+1,004
| +5% | +$157K | 0.13% | 169 |
|
|
2023
Q4 | $2.89M | Buy |
+19,910
| New | +$2.89M | 0.14% | 165 |
|