Concurrent Investment Advisors, LLC Vanguard Materials ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Materials ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,612 shares of VAW stock, worth $943,476. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,612

Previous 4,729 2.47%

Holding current value

$943,476

Previous $921 Million 2.56%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$193.21 - $210.15 $22,605 - $24,587	-117 Reduced 2.47%	4,612 $945 Million
Q2 2025 Jul 25, 2025	BUY	$163.82 - $196.64 $10,812 - $12,978	66 Added 1.42%	4,729 $921 Million
Q1 2025 Apr 29, 2025	BUY	$185.71 - $202.46 $24,513 - $26,724	132 Added 2.91%	4,663 $880 Million
Q4 2024 Feb 03, 2025	SELL	$186.91 - $215.32 $54,951 - $63,304	-294 Reduced 6.09%	4,531 $851 Million
Q3 2024 Oct 30, 2024	SELL	$189.89 - $213.71 $32,281 - $36,330	-170 Reduced 3.4%	4,825 $1.02 Billion
Q2 2024 Jul 30, 2024	SELL	$192.63 - $204.63 $134,070 - $142,422	-696 Reduced 12.23%	4,995 $962 Million
Q1 2024 May 07, 2024	SELL	$179.63 - $204.43 $216,993 - $246,951	-1,208 Reduced 17.51%	5,691 $1.16 Billion
Q4 2023 Apr 15, 2024	BUY	$162.5 - $191.96 $1.12 Million - $1.32 Million	6,899 New	6,899 $1.31 Billion

Others Institutions Holding VAW

# of Institutions

446

Shares Held

6.89M

Call Options Held

3.1K

Put Options Held

300

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About VANGUARD MATERIALS ETF

Ticker VAW
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Materials ETF Transaction History