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 $37.5 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
220,301
Previous 191,561 15.0%
Holding current value
$37.5 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
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

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