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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 40,725 shares of VT stock, worth $4.81 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
40,725
Previous 39,871 2.14%
Holding current value
$4.81 Million
Previous $4.49 Billion 8.55%
% of portfolio
0.14%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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