Concurrent Investment Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$55.7M Buy
2025
Q2
$50.1M Buy
2025
Q1
$43M Buy
2024
Q4
$39.9M Buy
2024
Q3
$38.5M Buy
2024
Q2
$30.7M Buy
2024
Q1
$25.8M Buy
2023
Q4
$21.5M Buy