Concurrent Investment Advisors, LLC Vanguard Industrial ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,510 shares of VIS stock, worth $2.02 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,510

Previous 7,981 5.9%

Holding current value

$2.02 Million

Previous $2.03 Billion 8.44%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$243.63 - $273.99 $114,749 - $129,049	-471 Reduced 5.9%	7,510 $1.86 Billion
Q4 2024 Feb 03, 2025	SELL	$254.39 - $279.7 $133,045 - $146,283	-523 Reduced 6.15%	7,981 $2.03 Billion
Q3 2024 Oct 30, 2024	SELL	$232.12 - $260.07 $115,363 - $129,254	-497 Reduced 5.52%	8,504 $2.21 Billion
Q2 2024 Jul 30, 2024	SELL	$232.2 - $244.04 $513,162 - $539,328	-2,210 Reduced 19.71%	9,001 $2.12 Billion
Q1 2024 May 07, 2024	SELL	$212.18 - $244.15 $434,332 - $499,775	-2,047 Reduced 15.44%	11,211 $2.74 Billion
Q4 2023 Apr 15, 2024	BUY	$183.76 - $221.15 $2.44 Million - $2.93 Million	13,258 New	13,258 $2.92 Billion

Others Institutions Holding VIS

# of Institutions

540

Shares Held

11.8M

Call Options Held

6.6K

Put Options Held

18.6K

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

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Concurrent Investment Advisors, LLC Vanguard Industrial ETF Transaction History