Concurrent Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Concurrent Investment Advisors, LLC

$3.04 Trillion
Q2 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 63,221 shares of VIG stock, worth $11.5 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

63,221

Previous 58,508 8.06%

Holding current value

$11.5 Million

Previous $10.7 Billion 8.02%

% of portfolio

0.38%

Previous 0.43%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

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