Concurrent Investment Advisors, LLC Vanguard Energy ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 22,974 shares of VDE stock, worth $2.85 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,974

Previous 22,333 2.87%

Holding current value

$2.85 Million

Previous $2.9 Billion 5.53%

% of portfolio

0.05%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$105.87 - $130.56 $67,862 - $83,688	641 Added 2.87%	22,974 $2.74 Billion
Q1 2025 Apr 29, 2025	SELL	$119.14 - $132.76 $122,356 - $136,344	-1,027 Reduced 4.4%	22,333 $2.9 Billion
Q4 2024 Feb 03, 2025	BUY	$116.67 - $136.78 $56,118 - $65,791	481 Added 2.1%	23,360 $2.83 Billion
Q3 2024 Oct 30, 2024	BUY	$117.44 - $131.06 $774,869 - $864,733	6,598 Added 40.53%	22,879 $2.8 Billion
Q2 2024 Jul 30, 2024	SELL	$123.17 - $136.7 $278,364 - $308,942	-2,260 Reduced 12.19%	16,281 $2.08 Billion
Q1 2024 May 07, 2024	SELL	$111.77 - $131.7 $422,155 - $497,430	-3,777 Reduced 16.92%	18,541 $2.44 Billion
Q4 2023 Apr 15, 2024	BUY	$113.37 - $128.78 $2.53 Million - $2.87 Million	22,318 New	22,318 $2.62 Billion

Others Institutions Holding VDE

# of Institutions

750

Shares Held

21.1M

Call Options Held

87.6K

Put Options Held

34.3K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Concurrent Investment Advisors, LLC Vanguard Energy ETF Transaction History