Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

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 39,815 shares of VFH stock, worth $4.88 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

39,815

Previous 30,905 28.83%

Holding current value

$4.88 Million

Previous $3.65 Billion 30.36%

% of portfolio

0.12%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$114.07 - $127.34 $1.02 Million - $1.13 Million	8,910 Added 28.83%	39,815 $4.76 Billion
Q4 2024 Feb 03, 2025	SELL	$108.87 - $126.2 $180,288 - $208,987	-1,656 Reduced 5.09%	30,905 $3.65 Billion
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

778

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

10.2K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History