Concurrent Investment Advisors, LLC Vanguard Energy ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 23,360 shares of VDE stock, worth $2.97 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,360
Previous 22,879 2.1%
Holding current value
$2.97 Million
Previous $2.8 Billion 1.14%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Feb 03, 2025
BUY
$116.67 - $136.78 $56,118 - $65,791
481 Added 2.1%
23,360 $2.83 Billion
Q3 2024

Oct 30, 2024
BUY
$117.44 - $131.06 $774,869 - $864,733
6,598 Added 40.53%
22,879 $2.8 Billion
Q2 2024

Jul 30, 2024
SELL
$123.17 - $136.7 $278,364 - $308,942
-2,260 Reduced 12.19%
16,281 $2.08 Billion
Q1 2024

May 07, 2024
SELL
$111.77 - $131.7 $422,155 - $497,430
-3,777 Reduced 16.92%
18,541 $2.44 Billion
Q4 2023

Apr 15, 2024
BUY
$113.37 - $128.78 $2.53 Million - $2.87 Million
22,318 New
22,318 $2.62 Billion

Others Institutions Holding VDE

# of Institutions
740
Shares Held
28.1M
Call Options Held
142K
Put Options Held
23.2K
View Full List

About VANGUARD ENERGY ETF

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