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

Concurrent Investment Advisors, LLC

$3.04 Trillion
Q2 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 182,814 shares of VOO stock, worth $96 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

182,814

Previous 121,606 50.33%

Holding current value

$96 Million

Previous $58.5 Billion 56.41%

% of portfolio

3.0%

Previous 2.36%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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