Concurrent Investment Advisors, LLC Vanguard Mega Cap Value Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 19,500 shares of MGV stock, worth $2.45 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,500
Previous 18,278 6.69%
Holding current value
$2.45 Million
Previous $2.17 Billion 15.49%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$118.0 - $128.28 $144,196 - $156,758
1,222 Added 6.69%
19,500 $2.5 Billion
Q2 2024

Jul 30, 2024
BUY
$113.61 - $120.34 $35,219 - $37,305
310 Added 1.73%
18,278 $2.17 Billion
Q1 2024

May 07, 2024
SELL
$108.33 - $119.51 $156,861 - $173,050
-1,448 Reduced 7.46%
17,968 $2.15 Billion
Q4 2023

Apr 15, 2024
BUY
$97.07 - $109.74 $1.88 Million - $2.13 Million
19,416 New
19,416 $2.12 Billion

Others Institutions Holding MGV

# of Institutions
443
Shares Held
47.7M
Call Options Held
10.6K
Put Options Held
300
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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