Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 220,301 shares of VTV stock, worth $39.3 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
220,301
Previous 191,561 15.0%
Holding current value
$39.3 Million
Previous $30.7 Billion 25.16%
% of portfolio
1.14%
Previous 1.01%

Shares

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

Oct 30, 2024
BUY
$159.75 - $174.57 $4.59 Million - $5.02 Million
28,740 Added 15.0%
220,301 $38.5 Billion
Q2 2024

Jul 30, 2024
BUY
$154.57 - $163.65 $5.09 Million - $5.39 Million
32,944 Added 20.77%
191,561 $30.7 Billion
Q1 2024

May 07, 2024
BUY
$147.46 - $162.86 $2.2 Million - $2.43 Million
14,908 Added 10.37%
158,617 $25.8 Billion
Q4 2023

Apr 15, 2024
BUY
$131.82 - $149.95 $18.9 Million - $21.5 Million
143,709 New
143,709 $21.5 Billion

Others Institutions Holding VTV

# of Institutions
2,249
Shares Held
528M
Call Options Held
142K
Put Options Held
224K
View Full List

About VANGUARD VALUE ETF

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