CIA
Concurrent Investment Advisors’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76M | Buy |
97,027
+19,240
| +25% | +$943K | 0.09% | 232 |
|
|
2025
Q1 | $3.86M | Buy |
77,787
+2,205
| +3% | +$109K | 0.09% | 229 |
|
|
2024
Q4 | $3.79M | Sell |
75,582
-6,329
| -8% | -$317K | 0.1% | 201 |
|
|
2024
Q3 | $4.19M | Buy |
81,911
+5,936
| +8% | +$303K | 0.12% | 172 |
|
|
2024
Q2 | $3.81M | Sell |
75,975
-14,072
| -16% | -$705K | 0.13% | 169 |
|
|
2024
Q1 | $4.56M | Buy |
90,047
+8,250
| +10% | +$417K | 0.18% | 125 |
|
|
2023
Q4 | $4.18M | Buy |
+81,797
| New | +$4.18M | 0.2% | 120 |
|