Concurrent Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.73M Buy
2025
Q1
$4.64M Buy
2024
Q4
$4.57M Buy
2024
Q3
$4.28M Buy
2024
Q2
$3.37M Buy
2024
Q1
$3.34M Buy
2023
Q4
$3.08M Buy