Concurrent Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 42,657 shares of VO stock, worth $11.8 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
42,657
Previous 42,916 0.6%
Holding current value
$11.8 Million
Previous $11.3 Billion 0.49%
% of portfolio
0.3%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$261.5 - $284.63 $67,728 - $73,719
-259 Reduced 0.6%
42,657 $11.3 Billion
Q3 2024

Oct 30, 2024
BUY
$237.84 - $263.83 $2.56 Million - $2.84 Million
10,773 Added 33.52%
42,916 $11.3 Billion
Q2 2024

Jul 30, 2024
BUY
$234.99 - $248.98 $705,674 - $747,686
3,003 Added 10.31%
32,143 $7.78 Billion
Q1 2024

May 07, 2024
BUY
$225.86 - $249.86 $102,540 - $113,436
454 Added 1.58%
29,140 $7.28 Billion
Q4 2023

Apr 15, 2024
BUY
$195.66 - $233.95 $5.61 Million - $6.71 Million
28,686 New
28,686 $6.67 Billion

Others Institutions Holding VO

# of Institutions
2,178
Shares Held
175M
Call Options Held
52.1K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email