CIA
Concurrent Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
8,532
+1,473
| +21% | +$420K | 0.05% | 380 |
|
|
2025
Q1 | $1.81M | Buy |
7,059
+5,545
| +366% | +$1.43M | 0.04% | 383 |
|
|
2024
Q4 | $408K | Sell |
1,514
-125
| -8% | -$33.7K | 0.01% | 721 |
|
|
2024
Q3 | $431K | Buy |
1,639
+584
| +55% | +$154K | 0.01% | 657 |
|
|
2024
Q2 | $263K | Sell |
1,055
-70
| -6% | -$17.5K | 0.01% | 775 |
|
|
2024
Q1 | $270K | Buy |
1,125
+74
| +7% | +$17.7K | 0.01% | 698 |
|
|
2023
Q4 | $229K | Buy |
+1,051
| New | +$229K | 0.01% | 724 |
|