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

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

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 144,081 shares of BSV stock, worth $11.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

144,081

Previous 180,238 20.06%

Holding current value

$11.1 Million

Previous $13.8 Billion 17.99%

% of portfolio

0.33%

Previous 0.45%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,216

Shares Held

365M

Call Options Held

3.2K

Put Options Held

96.7K

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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