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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,463 shares of VOOV stock, worth $2.41 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,463
Previous 14,836 15.99%
Holding current value
$2.41 Million
Previous $2.61 Billion 8.86%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Oct 30, 2024
SELL
$175.0 - $190.72 $415,275 - $452,578
-2,373 Reduced 15.99%
12,463 $2.38 Billion
Q2 2024

Jul 30, 2024
BUY
$170.84 - $180.49 $38,439 - $40,610
225 Added 1.54%
14,836 $2.61 Billion
Q1 2024

May 07, 2024
SELL
$165.39 - $180.47 $227,742 - $248,507
-1,377 Reduced 8.61%
14,611 $2.64 Billion
Q4 2023

Apr 15, 2024
BUY
$142.76 - $168.38 $2.28 Million - $2.69 Million
15,988 New
15,988 $2.69 Billion

Others Institutions Holding VOOV

# of Institutions
375
Shares Held
12.7M
Call Options Held
4.3K
Put Options Held
1.2K
View Full List

About VANGUARD S&P 500 VALUE ETF

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