Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 32,561 shares of VFH stock, worth $3.9 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
32,561
Previous 33,797 3.66%
Holding current value
$3.9 Million
Previous $3.38 Billion 6.02%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Oct 30, 2024
SELL
$99.27 - $111.21 $122,697 - $137,455
-1,236 Reduced 3.66%
32,561 $3.58 Billion
Q2 2024

Jul 30, 2024
SELL
$95.9 - $103.0 $410,164 - $440,531
-4,277 Reduced 11.23%
33,797 $3.38 Billion
Q1 2024

May 07, 2024
SELL
$90.62 - $102.39 $721,878 - $815,638
-7,966 Reduced 17.3%
38,074 $3.9 Billion
Q4 2023

Apr 15, 2024
BUY
$75.97 - $92.67 $3.5 Million - $4.27 Million
46,040 New
46,040 $4.25 Billion

Others Institutions Holding VFH

# of Institutions
688
Shares Held
52.3M
Call Options Held
45K
Put Options Held
10.5K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email