CIA
Concurrent Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Buy |
9,161
+4,177
| +84% | +$456K | 0.02% | 591 |
|
|
2025
Q1 | $462K | Sell |
4,984
-219
| -4% | -$20.3K | 0.01% | 765 |
|
|
2024
Q4 | $537K | Buy |
5,203
+630
| +14% | +$65.1K | 0.01% | 642 |
|
|
2024
Q3 | $441K | Buy |
4,573
+479
| +12% | +$46.2K | 0.01% | 648 |
|
|
2024
Q2 | $384K | Sell |
4,094
-91
| -2% | -$8.54K | 0.01% | 659 |
|
|
2024
Q1 | $363K | Buy |
4,185
+418
| +11% | +$36.2K | 0.01% | 617 |
|
|
2023
Q4 | $294K | Buy |
+3,767
| New | +$294K | 0.01% | 651 |
|