Concurrent Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$43.6M Buy
2025
Q1
$32M Buy
2024
Q4
$32M Buy
2024
Q3
$28.5M Buy
2024
Q2
$21M Buy
2024
Q1
$17M Buy
2023
Q4
$13.8M Buy