Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,165 shares of VCR stock, worth $3.56 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,165

Previous 9,726 5.77%

Holding current value

$3.56 Million

Previous $3.04 Billion 2.72%

% of portfolio

0.09%

Previous 0.1%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$291.88 - $341.94 $163,744 - $191,828	-561 Reduced 5.77%	9,165 $3.12 Billion
Q2 2024 Jul 30, 2024	SELL	$292.03 - $315.87 $265,455 - $287,125	-909 Reduced 8.55%	9,726 $3.04 Billion
Q1 2024 May 07, 2024	SELL	$292.25 - $318.12 $274,715 - $299,032	-940 Reduced 8.12%	10,635 $3.38 Billion
Q4 2023 Apr 15, 2024	BUY	$247.89 - $308.23 $2.87 Million - $3.57 Million	11,575 New	11,575 $3.52 Billion

Others Institutions Holding VCR

# of Institutions

526

Shares Held

7.78M

Call Options Held

9.5K

Put Options Held

6.3K

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About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History