Concurrent Investment Advisors, LLC Vanguard Mega Cap Value Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 29,747 shares of MGV stock, worth $3.93 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,747

Previous 29,540 0.7%

Holding current value

$3.93 Million

Previous $3.81 Billion 2.55%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$114.87 - $131.25 $23,778 - $27,168	207 Added 0.7%	29,747 $3.9 Billion
Q1 2025 Apr 29, 2025	BUY	$123.61 - $133.01 $981,216 - $1.06 Million	7,938 Added 36.75%	29,540 $3.81 Billion
Q4 2024 Feb 03, 2025	BUY	$124.06 - $133.48 $260,774 - $280,574	2,102 Added 10.78%	21,602 $2.7 Billion
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

527

Shares Held

50.1M

Call Options Held

37.3K

Put Options Held

2.7K

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Concurrent Investment Advisors, LLC Vanguard Mega Cap Value Transaction History