Concurrent Investment Advisors, LLC Vanguard Growth ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 74,269 shares of VUG stock, worth $29.7 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
74,269
Previous 56,272 31.98%
Holding current value
$29.7 Million
Previous $21 Billion 35.48%
% of portfolio
0.84%
Previous 0.69%

Shares

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

Oct 30, 2024
BUY
$341.08 - $391.94 $6.14 Million - $7.05 Million
17,997 Added 31.98%
74,269 $28.5 Billion
Q2 2024

Jul 30, 2024
BUY
$322.46 - $377.11 $2.22 Million - $2.6 Million
6,897 Added 13.97%
56,272 $21 Billion
Q1 2024

May 07, 2024
BUY
$301.05 - $346.61 $1.54 Million - $1.78 Million
5,130 Added 11.59%
49,375 $17 Billion
Q4 2023

Apr 15, 2024
BUY
$261.54 - $312.16 $11.6 Million - $13.8 Million
44,245 New
44,245 $13.8 Billion

Others Institutions Holding VUG

# of Institutions
2,323
Shares Held
243M
Call Options Held
196K
Put Options Held
135K
View Full List

About VANGUARD GROWTH ETF

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