Concurrent Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 186,157 shares of VOO stock, worth $98.7 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

186,157

Previous 205,498 9.41%

Holding current value

$98.7 Million

Previous $108 Billion 7.5%

% of portfolio

2.7%

Previous 3.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$521.84 - $558.82 $10.1 Million - $10.8 Million	-19,341 Reduced 9.41%	186,157 $100 Billion
Q3 2024 Oct 30, 2024	BUY	$475.2 - $527.7 $10.8 Million - $12 Million	22,684 Added 12.41%	205,498 $108 Billion
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $27.9 Million - $30.9 Million	61,208 Added 50.33%	182,814 $91.4 Billion
Q1 2024 May 07, 2024	BUY	$429.43 - $481.35 $7.99 Million - $8.96 Million	18,616 Added 18.08%	121,606 $58.5 Billion
Q4 2023 Apr 15, 2024	BUY	$377.32 - $438.19 $38.9 Million - $45.1 Million	102,990 New	102,990 $45 Billion

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History