Concurrent Investment Advisors, LLC VANGUARD WELLINGTON FD Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
2,726
Previous 2,826 3.54%
Holding current value
$275 Million
Previous $284 Million 3.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
SELL
N/A
-100 Reduced 3.54%
2,726 $275 Million
Q4 2024

Feb 03, 2025
BUY
N/A
68 Added 2.47%
2,826 $283 Million
Q3 2024

Oct 30, 2024
BUY
N/A
2,758 New
2,758 $280 Million
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