Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 52,811 shares of BIV stock, worth $4.01 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

52,811

Previous 44,210 19.45%

Holding current value

$4.01 Million

Previous $3.3 Billion 22.4%

% of portfolio

0.1%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$73.78 - $76.59 $634,581 - $658,750	8,601 Added 19.45%	52,811 $4.04 Billion
Q4 2024 Feb 03, 2025	SELL	$74.5 - $78.37 $125,756 - $132,288	-1,688 Reduced 3.68%	44,210 $3.3 Billion
Q3 2024 Oct 30, 2024	BUY	$74.26 - $78.84 $40,694 - $43,204	548 Added 1.21%	45,898 $3.6 Billion
Q2 2024 Jul 30, 2024	BUY	$73.13 - $75.43 $221,949 - $228,930	3,035 Added 7.17%	45,350 $3.4 Billion
Q1 2024 May 07, 2024	BUY	$74.51 - $76.61 $490,424 - $504,247	6,582 Added 18.42%	42,315 $3.19 Billion
Q4 2023 Apr 15, 2024	BUY	$70.49 - $76.74 $2.52 Million - $2.74 Million	35,733 New	35,733 $2.73 Billion

Others Institutions Holding BIV

# of Institutions

1,007

Shares Held

196M

Call Options Held

8.6K

Put Options Held

View Full List

About VANGUARD BD INDEX FD INC INTER

Ticker BIV
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Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Inter Transaction History