Concurrent Investment Advisors, LLC Vanguard Health Care ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

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 19,167 shares of VHT stock, worth $4.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

19,167

Previous 13,155 45.7%

Holding current value

$4.67 Million

Previous $3.34 Billion 52.05%

% of portfolio

0.12%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$254.06 - $273.83 $1.53 Million - $1.65 Million	6,012 Added 45.7%	19,167 $5.07 Billion
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

1,169

Shares Held

22.8M

Call Options Held

30.3K

Put Options Held

16.5K

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