Concurrent Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,452 shares of VPU stock, worth $243,558. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,452
Previous 1,583 8.28%
Holding current value
$243,558
Previous $234 Million 7.97%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$146.64 - $174.54 $19,209 - $22,864
-131 Reduced 8.28%
1,452 $253 Million
Q2 2024

Jul 30, 2024
BUY
$136.04 - $157.94 $215,351 - $250,019
1,583 New
1,583 $234 Million
Q4 2023

Apr 15, 2024
BUY
$121.65 - $142.23 $232,229 - $271,517
1,909 New
1,909 $262 Million

Others Institutions Holding VPU

# of Institutions
572
Shares Held
12.6M
Call Options Held
37.4K
Put Options Held
9.9K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
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