Concurrent Investment Advisors’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.46M Sell
2025
Q2
$2.49M Buy
2025
Q1
$2.07M Sell
2024
Q4
$2.36M Sell
2024
Q3
$2.35M Buy
2024
Q2
$1.14M Sell
2024
Q1
$1.27M Buy