CIA
Concurrent Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
20,132
+1,161
| +6% | +$330K | 0.11% | 195 |
|
|
2025
Q1 | $4.64M | Buy |
18,971
+979
| +5% | +$239K | 0.11% | 200 |
|
|
2024
Q4 | $4.57M | Buy |
17,992
+403
| +2% | +$102K | 0.12% | 170 |
|
|
2024
Q3 | $4.28M | Buy |
17,589
+2,890
| +20% | +$704K | 0.13% | 171 |
|
|
2024
Q2 | $3.37M | Buy |
14,699
+530
| +4% | +$122K | 0.11% | 188 |
|
|
2024
Q1 | $3.34M | Buy |
14,169
+131
| +0.9% | +$30.9K | 0.13% | 164 |
|
|
2023
Q4 | $3.08M | Buy |
+14,038
| New | +$3.08M | 0.15% | 156 |
|