CIA
Concurrent Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Buy |
52,094
+8,254
| +19% | +$1.06M | 0.13% | 175 |
|
|
2025
Q1 | $5.08M | Buy |
43,840
+3,594
| +9% | +$417K | 0.12% | 181 |
|
|
2024
Q4 | $4.73M | Sell |
40,246
-479
| -1% | -$56.3K | 0.13% | 164 |
|
|
2024
Q3 | $4.87M | Buy |
40,725
+854
| +2% | +$102K | 0.14% | 149 |
|
|
2024
Q2 | $4.49M | Buy |
39,871
+13,767
| +53% | +$1.55M | 0.15% | 151 |
|
|
2024
Q1 | $2.88M | Buy |
+26,104
| New | +$2.88M | 0.12% | 184 |
|