Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 18,971 shares of VOT stock, worth $5.08 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

18,971

Previous 17,992 5.44%

Holding current value

$5.08 Million

Previous $4.57 Billion 1.66%

% of portfolio

0.11%

Previous 0.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$237.72 - $276.98 $232,727 - $271,163	979 Added 5.44%	18,971 $4.64 Billion
Q4 2024 Feb 03, 2025	BUY	$241.48 - $274.89 $97,316 - $110,780	403 Added 2.29%	17,992 $4.57 Billion
Q3 2024 Oct 30, 2024	BUY	$218.05 - $243.47 $630,164 - $703,628	2,890 Added 19.66%	17,589 $4.28 Billion
Q2 2024 Jul 30, 2024	BUY	$218.75 - $234.97 $115,937 - $124,534	530 Added 3.74%	14,699 $3.37 Billion
Q1 2024 May 07, 2024	BUY	$212.21 - $235.79 $27,799 - $30,888	131 Added 0.93%	14,169 $3.34 Billion
Q4 2023 Apr 15, 2024	BUY	$180.9 - $221.2 $2.54 Million - $3.11 Million	14,038 New	14,038 $3.08 Billion

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History