Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 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 14,104 shares of VCR stock, worth $5.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

14,104

Previous 14,435 2.29%

Holding current value

$5.48 Million

Previous $4.7 Billion 8.75%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$290.42 - $364.35 $96,129 - $120,599	-331 Reduced 2.29%	14,104 $5.11 Billion
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

580

Shares Held

8.94M

Call Options Held

21.9K

Put Options Held

8.1K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
Industry ETFs

More about VCR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Vanguard Consumer Discretionar Transaction History