CIA
Concurrent Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146M | Buy |
256,362
+23,986
| +10% | +$13.6M | 2.81% | 2 |
|
|
2025
Q1 | $119M | Buy |
232,376
+46,219
| +25% | +$23.8M | 2.9% | 2 |
|
|
2024
Q4 | $100M | Sell |
186,157
-19,341
| -9% | -$10.4M | 2.7% | 3 |
|
|
2024
Q3 | $108M | Buy |
205,498
+22,684
| +12% | +$12M | 3.2% | 2 |
|
|
2024
Q2 | $91.4M | Buy |
182,814
+61,208
| +50% | +$30.6M | 3% | 2 |
|
|
2024
Q1 | $58.5M | Buy |
121,606
+18,616
| +18% | +$8.95M | 2.36% | 3 |
|
|
2023
Q4 | $45M | Buy |
+102,990
| New | +$45M | 2.12% | 4 |
|