Concurrent Investment Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1M Buy
2025
Q1
$462K Sell
2024
Q4
$537K Buy
2024
Q3
$441K Buy
2024
Q2
$384K Sell
2024
Q1
$363K Buy
2023
Q4
$294K Buy