Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,435 shares of VCR stock, worth $5.14 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,435

Previous 9,127 58.16%

Holding current value

$5.14 Million

Previous $3.43 Billion 37.15%

% of portfolio

0.11%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$318.51 - $391.75 $1.69 Million - $2.08 Million	5,308 Added 58.16%	14,435 $4.7 Billion
Q4 2024 Feb 03, 2025	SELL	$328.51 - $401.37 $12,483 - $15,252	-38 Reduced 0.41%	9,127 $3.43 Billion
Q3 2024 Oct 30, 2024	SELL	$291.88 - $341.94 $163,744 - $191,828	-561 Reduced 5.77%	9,165 $3.12 Billion
Q2 2024 Jul 30, 2024	SELL	$292.03 - $315.87 $265,455 - $287,125	-909 Reduced 8.55%	9,726 $3.04 Billion
Q1 2024 May 07, 2024	SELL	$292.25 - $318.12 $274,715 - $299,032	-940 Reduced 8.12%	10,635 $3.38 Billion
Q4 2023 Apr 15, 2024	BUY	$247.89 - $308.23 $2.87 Million - $3.57 Million	11,575 New	11,575 $3.52 Billion

Others Institutions Holding VCR

# of Institutions

553

Shares Held

7.82M

Call Options Held

25.4K

Put Options Held

13.9K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History