Concurrent Investment Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Buy
6,958
+3,010
+76% +$256K 0.01% 777
2025
Q1
$326K Buy
3,948
+506
+15% +$41.8K 0.01% 879
2024
Q4
$280K Hold
3,442
0.01% 846
2024
Q3
$287K Buy
+3,442
New +$287K 0.01% 790