Concurrent Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 205,498 shares of VOO stock, worth $111 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

205,498

Previous 182,814 12.41%

Holding current value

$111 Million

Previous $91.4 Billion 18.6%

% of portfolio

3.2%

Previous 3.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$475.2 - $527.7 $10.8 Million - $12 Million	22,684 Added 12.41%	205,498 $108 Billion
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $27.9 Million - $30.9 Million	61,208 Added 50.33%	182,814 $91.4 Billion
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $7.99 Million - $8.96 Million	18,616 Added 18.08%	121,606 $58.5 Billion
Q4 2023 Apr 15, 2024	BUY	$377.32 - $438.19 $38.9 Million - $45.1 Million	102,990 New	102,990 $45 Billion

Others Institutions Holding VOO

# of Institutions

3,145

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Concurrent Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History