Concurrent Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 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 11,967 shares of VNQ stock, worth $1.15 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,967
Previous 10,011 19.54%
Holding current value
$1.15 Million
Previous $839 Million 39.04%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024
BUY
$82.97 - $98.97 $162,289 - $193,585
1,956 Added 19.54%
11,967 $1.17 Billion
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
1,825
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
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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