CIA
Concurrent Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.6M | Buy |
99,487
+13,257
| +15% | +$5.81M | 0.84% | 14 |
|
|
2025
Q1 | $32M | Buy |
86,230
+8,150
| +10% | +$3.02M | 0.78% | 19 |
|
|
2024
Q4 | $32M | Buy |
78,080
+3,811
| +5% | +$1.56M | 0.86% | 20 |
|
|
2024
Q3 | $28.5M | Buy |
74,269
+17,997
| +32% | +$6.91M | 0.84% | 19 |
|
|
2024
Q2 | $21M | Buy |
56,272
+6,897
| +14% | +$2.58M | 0.69% | 24 |
|
|
2024
Q1 | $17M | Buy |
49,375
+5,130
| +12% | +$1.77M | 0.69% | 29 |
|
|
2023
Q4 | $13.8M | Buy |
+44,245
| New | +$13.8M | 0.65% | 30 |
|