Concurrent Investment Advisors, LLC Vanguard Health Care ETF Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 13,155 shares of VHT stock, worth $3.23 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

13,155

Previous 13,924 5.52%

Holding current value

$3.23 Million

Previous $3.93 Billion 15.07%

% of portfolio

0.09%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$250.81 - $283.3 $192,872 - $217,857	-769 Reduced 5.52%	13,155 $3.34 Billion
Q3 2024 Oct 30, 2024	SELL	$261.88 - $288.1 $50,019 - $55,027	-191 Reduced 1.35%	13,924 $3.93 Billion
Q2 2024 Jul 30, 2024	SELL	$252.83 - $269.37 $251,060 - $267,484	-993 Reduced 6.57%	14,115 $3.75 Billion
Q1 2024 May 07, 2024	SELL	$253.63 - $270.54 $272,905 - $291,101	-1,076 Reduced 6.65%	15,108 $4.09 Billion
Q4 2023 Apr 15, 2024	BUY	$223.1 - $251.09 $3.61 Million - $4.06 Million	16,184 New	16,184 $4.06 Billion

Others Institutions Holding VHT

# of Institutions

1,160

Shares Held

24.6M

Call Options Held

37.3K

Put Options Held

11.1K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

More about VHT

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Concurrent Investment Advisors, LLC Vanguard Health Care ETF Transaction History