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

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,113 shares of VOOV stock, worth $3.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

16,113

Previous 12,463 29.29%

Holding current value

$3.06 Million

Previous $2.38 Billion 25.08%

% of portfolio

0.08%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$184.21 - $199.29 $672,366 - $727,408	3,650 Added 29.29%	16,113 $2.97 Billion
Q3 2024 Oct 30, 2024	SELL	$175.0 - $190.72 $415,275 - $452,578	-2,373 Reduced 15.99%	12,463 $2.38 Billion
Q2 2024 Jul 30, 2024	BUY	$170.84 - $180.49 $38,439 - $40,610	225 Added 1.54%	14,836 $2.61 Billion
Q1 2024 May 07, 2024	SELL	$165.39 - $180.47 $227,742 - $248,507	-1,377 Reduced 8.61%	14,611 $2.64 Billion
Q4 2023 Apr 15, 2024	BUY	$142.76 - $168.38 $2.28 Million - $2.69 Million	15,988 New	15,988 $2.69 Billion

Others Institutions Holding VOOV

# of Institutions

404

Shares Held

13.4M

Call Options Held

Put Options Held

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About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

More about VOOV

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