Concurrent Investment Advisors, LLC Vanguard Small Cap ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 45,301 shares of VB stock, worth $11.3 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
45,301
Previous 36,234 25.02%
Holding current value
$11.3 Million
Previous $8.6 Billion 26.64%
% of portfolio
0.29%
Previous 0.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$233.76 - $261.58 $2.12 Million - $2.37 Million
9,067 Added 25.02%
45,301 $10.9 Billion
Q3 2024

Oct 30, 2024
BUY
$214.77 - $237.72 $3.32 Million - $3.68 Million
15,469 Added 74.5%
36,234 $8.6 Billion
Q2 2024

Jul 30, 2024
BUY
$210.76 - $226.94 $267,032 - $287,532
1,267 Added 6.5%
20,765 $4.53 Billion
Q1 2024

May 07, 2024
SELL
$204.0 - $228.59 $510,204 - $571,703
-2,501 Reduced 11.37%
19,498 $4.46 Billion
Q4 2023

Apr 15, 2024
BUY
$175.26 - $215.9 $3.86 Million - $4.75 Million
21,999 New
21,999 $4.69 Billion

Others Institutions Holding VB

# of Institutions
2,178
Shares Held
155M
Call Options Held
102K
Put Options Held
106K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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