Concurrent Investment Advisors’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
4,048
-434
| -10% | -$172K | 0.03% | 479 |
|
|
2025
Q1 | $1.5M | Buy |
4,482
+593
| +15% | +$198K | 0.04% | 429 |
|
|
2024
Q4 | $1.42M | Buy |
3,889
+1,386
| +55% | +$507K | 0.04% | 402 |
|
|
2024
Q3 | $864K | Buy |
2,503
+19
| +0.8% | +$6.56K | 0.03% | 497 |
|
|
2024
Q2 | $828K | Buy |
2,484
+41
| +2% | +$13.7K | 0.03% | 473 |
|
|
2024
Q1 | $744K | Buy |
+2,443
| New | +$744K | 0.03% | 443 |
|