CIA
Concurrent Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.8M | Buy |
147,406
+17,242
| +13% | +$5.24M | 0.87% | 12 |
|
|
2025
Q1 | $35.8M | Sell |
130,164
-12,696
| -9% | -$3.49M | 0.87% | 16 |
|
|
2024
Q4 | $41.4M | Sell |
142,860
-11,594
| -8% | -$3.36M | 1.11% | 11 |
|
|
2024
Q3 | $43.7M | Sell |
154,454
-5,910
| -4% | -$1.67M | 1.29% | 9 |
|
|
2024
Q2 | $42.9M | Buy |
160,364
+17,684
| +12% | +$4.73M | 1.41% | 10 |
|
|
2024
Q1 | $37.1M | Buy |
142,680
+5,865
| +4% | +$1.52M | 1.5% | 8 |
|
|
2023
Q4 | $32.5M | Buy |
+136,815
| New | +$32.5M | 1.53% | 7 |
|