CIA
Concurrent Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
+1,524
| New | +$288K | 0.01% | 1076 |
|
|
2025
Q1 | – | Sell |
-16,113
| Closed | -$2.97M | – | 1248 |
|
|
2024
Q4 | $2.97M | Buy |
16,113
+3,650
| +29% | +$673K | 0.08% | 248 |
|
|
2024
Q3 | $2.38M | Sell |
12,463
-2,373
| -16% | -$453K | 0.07% | 265 |
|
|
2024
Q2 | $2.61M | Buy |
14,836
+225
| +2% | +$39.6K | 0.09% | 223 |
|
|
2024
Q1 | $2.64M | Sell |
14,611
-1,377
| -9% | -$249K | 0.11% | 198 |
|
|
2023
Q4 | $2.69M | Buy |
+15,988
| New | +$2.69M | 0.13% | 175 |
|