Concurrent Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
11,939
+832
| +7% | +$173K | 0.05% | 377 |
|
|
2025
Q1 | $2.07M | Sell |
11,107
-140
| -1% | -$26.1K | 0.05% | 357 |
|
|
2024
Q4 | $2.36M | Sell |
11,247
-114
| -1% | -$24K | 0.06% | 288 |
|
|
2024
Q3 | $2.35M | Buy |
11,361
+5,407
| +91% | +$1.12M | 0.07% | 269 |
|
|
2024
Q2 | $1.14M | Sell |
5,954
-470
| -7% | -$89.8K | 0.04% | 393 |
|
|
2024
Q1 | $1.27M | Buy |
+6,424
| New | +$1.27M | 0.05% | 333 |
|