Concurrent Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History

Concurrent Investment Advisors, LLC

$3.39 Trillion
Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 154,454 shares of VTI stock, worth $45.3 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

154,454

Previous 160,364 3.69%

Holding current value

$45.3 Million

Previous $42.9 Billion 1.95%

% of portfolio

1.29%

Previous 1.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$255.18 - $283.2 $1.51 Million - $1.67 Million	-5,910 Reduced 3.69%	154,454 $43.7 Billion
Q2 2024 Jul 30, 2024	BUY	$245.23 - $269.4 $4.34 Million - $4.76 Million	17,684 Added 12.39%	160,364 $42.9 Billion
Q1 2024 May 07, 2024	BUY	$232.77 - $260.14 $1.37 Million - $1.53 Million	5,865 Added 4.29%	142,680 $37.1 Billion
Q4 2023 Apr 15, 2024	BUY	$203.12 - $238.25 $27.8 Million - $32.6 Million	136,815 New	136,815 $32.5 Billion

Others Institutions Holding VTI

# of Institutions

3,045

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Concurrent Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History