Concurrent Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 148,450 shares of VYM stock, worth $19.8 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
148,450
Previous 155,114 4.3%
Holding current value
$19.8 Million
Previous $18.4 Billion 3.45%
% of portfolio
0.56%
Previous 0.6%

Shares

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

Oct 30, 2024
SELL
$117.9 - $128.2 $785,685 - $854,324
-6,664 Reduced 4.3%
148,450 $19 Billion
Q2 2024

Jul 30, 2024
BUY
$114.71 - $121.51 $1.89 Million - $2 Million
16,493 Added 11.9%
155,114 $18.4 Billion
Q1 2024

May 07, 2024
BUY
$109.98 - $120.99 $559,798 - $615,839
5,090 Added 3.81%
138,621 $16.8 Billion
Q4 2023

Apr 15, 2024
BUY
$98.71 - $111.84 $13.2 Million - $14.9 Million
133,531 New
133,531 $14.9 Billion

Others Institutions Holding VYM

# of Institutions
1,798
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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