Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,561 shares of VFH stock, worth $4.06 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
32,561
Previous 33,797 3.66%
Holding current value
$4.06 Million
Previous $3.38 Billion 6.02%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$99.27 - $111.21 $122,697 - $137,455
-1,236 Reduced 3.66%
32,561 $3.58 Billion
Q2 2024

Jul 30, 2024
SELL
$95.9 - $103.0 $410,164 - $440,531
-4,277 Reduced 11.23%
33,797 $3.38 Billion
Q1 2024

May 07, 2024
SELL
$90.62 - $102.39 $721,878 - $815,638
-7,966 Reduced 17.3%
38,074 $3.9 Billion
Q4 2023

Apr 15, 2024
BUY
$75.97 - $92.67 $3.5 Million - $4.27 Million
46,040 New
46,040 $4.25 Billion

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

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