Concurrent Investment Advisors, LLC Vanguard Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 290,893 shares of VGSH stock, worth $17 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

290,893

Previous 6,018 4733.72%

Holding current value

$17 Million

Previous $353 Million 4741.29%

% of portfolio

0.33%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$58.32 - $58.95 $16.6 Million - $16.8 Million	284,875 Added 4733.72%	290,893 $17.1 Billion
Q1 2025 Apr 29, 2025	BUY	$58.07 - $58.69 $90,356 - $91,321	1,556 Added 34.87%	6,018 $353 Million
Q4 2024 Feb 03, 2025	SELL	$58.02 - $58.88 $13,634 - $13,836	-235 Reduced 5.0%	4,462 $260 Million
Q3 2024 Oct 30, 2024	SELL	$57.74 - $59.13 $31,930 - $32,698	-553 Reduced 10.53%	4,697 $277 Million
Q2 2024 Jul 30, 2024	SELL	$57.55 - $58.0 $61,751 - $62,234	-1,073 Reduced 16.97%	5,250 $304 Million
Q1 2024 May 07, 2024	SELL	$57.88 - $58.54 $54,638 - $55,261	-944 Reduced 12.99%	6,323 $367 Million
Q4 2023 Apr 15, 2024	BUY	$57.34 - $58.41 $416,689 - $424,465	7,267 New	7,267 $424 Million

Others Institutions Holding VGSH

# of Institutions

1,030

Shares Held

274M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
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Concurrent Investment Advisors, LLC Vanguard Transaction History