Concurrent Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 75,582 shares of VTEB stock, worth $3.8 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

75,582

Previous 81,911 7.73%

Holding current value

$3.8 Million

Previous $4.19 Billion 9.51%

% of portfolio

0.1%

Previous 0.12%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$49.79 - $51.14 $315,120 - $323,665	-6,329 Reduced 7.73%	75,582 $3.79 Billion
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $296,384 - $303,626	5,936 Added 7.81%	81,911 $4.19 Billion
Q2 2024 Jul 30, 2024	SELL	$49.55 - $50.44 $697,267 - $709,791	-14,072 Reduced 15.63%	75,975 $3.81 Billion
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $415,470 - $421,245	8,250 Added 10.09%	90,047 $4.56 Billion
Q4 2023 Apr 15, 2024	BUY	$47.36 - $51.14 $3.87 Million - $4.18 Million	81,797 New	81,797 $4.18 Billion

Others Institutions Holding VTEB

# of Institutions

1,242

Shares Held

510M

Call Options Held

39.6K

Put Options Held

53.8K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History