Concurrent Investment Advisors, LLC Vanguard Bd Index Fd Inc Short 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 Short stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 157,588 shares of BSV stock, worth $12.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

157,588

Previous 127,336 23.76%

Holding current value

$12.4 Million

Previous $9.84 Billion 25.37%

% of portfolio

0.3%

Previous 0.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$76.94 - $78.28 $2.33 Million - $2.37 Million	30,252 Added 23.76%	157,588 $12.3 Billion
Q4 2024 Feb 03, 2025	SELL	$77.02 - $78.58 $1.29 Million - $1.32 Million	-16,745 Reduced 11.62%	127,336 $9.84 Billion
Q3 2024 Oct 30, 2024	SELL	$76.38 - $78.87 $2.76 Million - $2.85 Million	-36,157 Reduced 20.06%	144,081 $11.3 Billion
Q2 2024 Jul 30, 2024	SELL	$75.81 - $76.76 $731,718 - $740,887	-9,652 Reduced 5.08%	180,238 $13.8 Billion
Q1 2024 May 07, 2024	BUY	$76.34 - $77.25 $385,287 - $389,880	5,047 Added 2.73%	189,890 $14.6 Billion
Q4 2023 Apr 15, 2024	BUY	$74.64 - $77.03 $13.8 Million - $14.2 Million	184,843 New	184,843 $14.2 Billion

Others Institutions Holding BSV

# of Institutions

1,351

Shares Held

392M

Call Options Held

Put Options Held

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About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

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