Concurrent Investment Advisors, LLC Vanguard Information Technolog Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 25,504 shares of VGT stock, worth $19.1 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

25,504

Previous 21,230 20.13%

Holding current value

$19.1 Million

Previous $11.5 Billion 46.91%

% of portfolio

0.33%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$470.37 - $663.28 $2.01 Million - $2.83 Million	4,274 Added 20.13%	25,504 $16.9 Billion
Q1 2025 Apr 29, 2025	BUY	$542.38 - $646.34 $5.77 Million - $6.88 Million	10,639 Added 100.45%	21,230 $11.5 Billion
Q4 2024 Feb 03, 2025	SELL	$571.78 - $647.97 $355,075 - $402,389	-621 Reduced 5.54%	10,591 $6.59 Billion
Q3 2024 Oct 30, 2024	SELL	$514.43 - $606.85 $97,227 - $114,694	-189 Reduced 1.66%	11,212 $6.58 Billion
Q2 2024 Jul 30, 2024	SELL	$479.9 - $588.82 $338,809 - $415,706	-706 Reduced 5.83%	11,401 $6.57 Billion
Q1 2024 May 07, 2024	SELL	$462.18 - $530.16 $841,629 - $965,421	-1,821 Reduced 13.07%	12,107 $6.35 Billion
Q4 2023 Apr 15, 2024	BUY	$399.56 - $486.79 $5.57 Million - $6.78 Million	13,928 New	13,928 $6.74 Billion

Others Institutions Holding VGT

# of Institutions

2,006

Shares Held

54.6M

Call Options Held

877K

Put Options Held

443K

View Full List

About VANGUARD INFORMATION TECHNOLOG

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Concurrent Investment Advisors, LLC Vanguard Information Technolog Transaction History