A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 3,470 shares of VBK stock, worth $865,903. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,470
Previous 3,118 11.29%
Holding current value
$865,903
Previous $754 Million 20.0%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$231.0 - $260.72 $81,312 - $91,773
352 Added 11.29%
3,470 $905 Million
Q4 2023

Apr 15, 2024

BUY
$196.36 - $245.46 $612,250 - $765,344
3,118 New
3,118 $754 Million

Others Institutions Holding VBK

About VANGUARD SMALL-CAP GROWTH ETF


  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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