Concurrent Investment Advisors, LLC Vanguard Total World Stk Index Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 43,840 shares of VT stock, worth $5.41 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

43,840

Previous 40,246 8.93%

Holding current value

$5.41 Million

Previous $4.73 Billion 7.51%

% of portfolio

0.12%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$115.08 - $123.97 $413,597 - $445,548	3,594 Added 8.93%	43,840 $5.08 Billion
Q4 2024 Feb 03, 2025	SELL	$117.09 - $123.07 $56,086 - $58,950	-479 Reduced 1.18%	40,246 $4.73 Billion
Q3 2024 Oct 30, 2024	BUY	$107.72 - $119.96 $91,992 - $102,445	854 Added 2.14%	40,725 $4.87 Billion
Q2 2024 Jul 30, 2024	BUY	$104.94 - $113.51 $1.44 Million - $1.56 Million	13,767 Added 52.74%	39,871 $4.49 Billion
Q1 2024 May 07, 2024	BUY	$100.68 - $110.5 $2.63 Million - $2.88 Million	26,104 New	26,104 $2.88 Billion

Others Institutions Holding VT

# of Institutions

1,108

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

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About VANGUARD TOTAL WORLD STK INDEX

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Concurrent Investment Advisors, LLC Vanguard Total World Stk Index Transaction History