Concurrent Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 74,260 shares of VIG stock, worth $13.5 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
74,260
Previous 63,221 17.46%
Holding current value
$13.5 Million
Previous $11.5 Billion 27.44%
% of portfolio
0.43%
Previous 0.38%

Shares

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

Oct 30, 2024
BUY
$182.15 - $182.15 $2.01 Million - $2.01 Million
11,039 Added 17.46%
74,260 $14.7 Billion
Q2 2024

Jul 30, 2024
BUY
$173.33 - $185.29 $816,904 - $873,271
4,713 Added 8.06%
63,221 $11.5 Billion
Q1 2024

May 07, 2024
BUY
$168.47 - $182.98 $6.61 Million - $7.18 Million
39,216 Added 203.28%
58,508 $10.7 Billion
Q4 2023

Apr 15, 2024
BUY
$150.16 - $171.16 $2.9 Million - $3.3 Million
19,292 New
19,292 $3.29 Billion

Others Institutions Holding VIG

# of Institutions
2,269
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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