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

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

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 1,524 shares of VOOV stock, worth $292,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,524
Holding current value
$292,851
% of portfolio
0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$162.65 - $188.71 $247,878 - $287,594
1,524 New
1,524 $288 Million
Q4 2024

Feb 03, 2025
BUY
$184.21 - $199.29 $672,366 - $727,408
3,650 Added 29.29%
16,113 $2.97 Billion
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
439
Shares Held
13.4M
Call Options Held
0
Put Options Held
0
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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