Concurrent Investment Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 50,655 shares of VBR stock, worth $10.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
50,655
Previous 47,123 7.5%
Holding current value
$10.8 Million
Previous $8.6 Billion 18.25%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Oct 30, 2024
BUY
$179.99 - $201.6 $635,724 - $712,051
3,532 Added 7.5%
50,655 $10.2 Billion
Q2 2024

Jul 30, 2024
BUY
$177.65 - $191.11 $183,512 - $197,416
1,033 Added 2.24%
47,123 $8.6 Billion
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $99,331 - $110,522
-576 Reduced 1.23%
46,090 $8.84 Billion
Q4 2023

Apr 15, 2024
BUY
$149.18 - $181.94 $6.96 Million - $8.49 Million
46,666 New
46,666 $8.4 Billion

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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