Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.04 Trillion
  • Q2 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 191,561 shares of VTV stock, worth $33.3 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
191,561
Previous 158,617 20.77%
Holding current value
$33.3 Million
Previous $25.8 Billion 18.95%
% of portfolio
1.01%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,185
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

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