Concurrent Investment Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 15,432 shares of VGIT stock, worth $925,611. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,432

Previous 10,483 47.21%

Holding current value

$925,611

Previous $623 Million 48.22%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$58.63 - $59.9 $290,159 - $296,445	4,949 Added 47.21%	15,432 $923 Million
Q1 2025 Apr 29, 2025	BUY	$57.44 - $59.4 $14,647 - $15,147	255 Added 2.49%	10,483 $623 Million
Q4 2024 Feb 03, 2025	BUY	$57.78 - $60.4 $2,311 - $2,416	40 Added 0.39%	10,228 $593 Million
Q3 2024 Oct 30, 2024	BUY	$57.8 - $60.8 $7,687 - $8,086	133 Added 1.32%	10,188 $616 Million
Q2 2024 Jul 30, 2024	SELL	$57.14 - $58.53 $118,851 - $121,742	-2,080 Reduced 17.14%	10,055 $586 Million
Q1 2024 May 07, 2024	SELL	$58.07 - $59.52 $1.08 Million - $1.1 Million	-18,546 Reduced 60.45%	12,135 $710 Million
Q4 2023 Apr 15, 2024	BUY	$56.15 - $59.51 $1.72 Million - $1.83 Million	30,681 New	30,681 $1.82 Billion

Others Institutions Holding VGIT

# of Institutions

894

Shares Held

420M

Call Options Held

10.7K

Put Options Held

9.4K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Concurrent Investment Advisors, LLC Vanguard Intermediate Term Tre Transaction History