CIA
Concurrent Investment Advisors’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
17,809
+1,442
| +9% | +$278K | 0.07% | 294 |
|
|
2025
Q1 | $2.82M | Buy |
16,367
+3,209
| +24% | +$553K | 0.07% | 293 |
|
|
2024
Q4 | $2.5M | Buy |
13,158
+53
| +0.4% | +$10.1K | 0.07% | 275 |
|
|
2024
Q3 | $2.39M | Buy |
13,105
+35
| +0.3% | +$6.37K | 0.07% | 264 |
|
|
2024
Q2 | $2.21M | Sell |
13,070
-228
| -2% | -$38.5K | 0.07% | 248 |
|
|
2024
Q1 | $2.33M | Sell |
13,298
-1,398
| -10% | -$245K | 0.09% | 219 |
|
|
2023
Q4 | $2.42M | Buy |
+14,696
| New | +$2.42M | 0.11% | 196 |
|