Concurrent Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 12,550 shares of VNQ stock, worth $1.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,550

Previous 12,195 2.91%

Holding current value

$1.12 Million

Previous $1.09 Billion 4.6%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$85.55 - $94.34 $30,370 - $33,490	355 Added 2.91%	12,550 $1.14 Billion
Q4 2024 Feb 03, 2025	BUY	$87.85 - $98.6 $20,029 - $22,480	228 Added 1.91%	12,195 $1.09 Billion
Q3 2024 Oct 30, 2024	BUY	$82.97 - $98.97 $162,289 - $193,585	1,956 Added 19.54%	11,967 $1.17 Billion
Q2 2024 Jul 30, 2024	BUY	$78.61 - $85.97 $23,347 - $25,533	297 Added 3.06%	10,011 $839 Million
Q1 2024 May 07, 2024	SELL	$82.58 - $89.12 $15,194 - $16,398	-184 Reduced 1.86%	9,714 $840 Million
Q4 2023 Apr 15, 2024	BUY	$71.05 - $89.54 $703,252 - $886,266	9,898 New	9,898 $875 Million

Others Institutions Holding VNQ

# of Institutions

1,934

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Concurrent Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History