Concurrent Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History

Concurrent Investment Advisors, LLC

  • $2.48 Trillion
  • Q1 2024

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 9,714 shares of VNQ stock, worth $811,216. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,714
Previous 9,898 1.86%
Holding current value
$811,216
Previous $875 Million 3.95%
% of portfolio
0.03%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,752
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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