Concurrent Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

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 161,657 shares of VIG stock, worth $29.4 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

161,657

Previous 74,407 117.26%

Holding current value

$29.4 Million

Previous $14.4 Billion 129.22%

% of portfolio

0.64%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	N/A	87,250 Added 117.26%	161,657 $33.1 Billion
Q1 2025 Apr 29, 2025	BUY	N/A	3,388 Added 4.77%	74,407 $14.4 Billion
Q4 2024 Feb 03, 2025	SELL	N/A	-3,241 Reduced 4.36%	71,019 $13.9 Billion
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

2,608

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Concurrent Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History