Concurrent Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,011 shares of VNQ stock, worth $952,146. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,011
Previous 9,714 3.06%
Holding current value
$952,146
Previous $840 Million 0.18%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$78.61 - $85.97 $23,347 - $25,533
297 Added 3.06%
10,011 $839 Million
Q1 2024

May 07, 2024
SELL
$82.58 - $89.12 $15,194 - $16,398
-184 Reduced 1.86%
9,714 $840 Million
Q4 2023

Apr 15, 2024
BUY
$71.05 - $89.54 $703,252 - $886,266
9,898 New
9,898 $875 Million

Others Institutions Holding VNQ

# of Institutions
1,732
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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