Concurrent Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Concurrent Investment Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.43M	Buy
2025 Q1	$1.81M	Buy
2024 Q4	$408K	Sell
2024 Q3	$431K	Buy
2024 Q2	$263K	Sell
2024 Q1	$270K	Buy
2023 Q4	$229K	Buy