Concurrent Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Concurrent Investment Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$146M	Buy
2025 Q1	$119M	Buy
2024 Q4	$100M	Sell
2024 Q3	$108M	Buy
2024 Q2	$91.4M	Buy
2024 Q1	$58.5M	Buy
2023 Q4	$45M	Buy