Concurrent Investment Advisors, LLC Vanguard Energy ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 24,842 shares of VDE stock, worth $3.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
24,842
Previous 22,974 8.13%
Holding current value
$3.21 Million
Previous $2.74 Billion 14.25%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$118.37 - $129.65 $221,115 - $242,186
1,868 Added 8.13%
24,842 $3.13 Billion
Q2 2025

Jul 25, 2025
BUY
$105.87 - $130.56 $67,862 - $83,688
641 Added 2.87%
22,974 $2.74 Billion
Q1 2025

Apr 29, 2025
SELL
$119.14 - $132.76 $122,356 - $136,344
-1,027 Reduced 4.4%
22,333 $2.9 Billion
Q4 2024

Feb 03, 2025
BUY
$116.67 - $136.78 $56,118 - $65,791
481 Added 2.1%
23,360 $2.83 Billion
Q3 2024

Oct 30, 2024
BUY
$117.44 - $131.06 $774,869 - $864,733
6,598 Added 40.53%
22,879 $2.8 Billion
Q2 2024

Jul 30, 2024
SELL
$123.17 - $136.7 $278,364 - $308,942
-2,260 Reduced 12.19%
16,281 $2.08 Billion
Q1 2024

May 07, 2024
SELL
$111.77 - $131.7 $422,155 - $497,430
-3,777 Reduced 16.92%
18,541 $2.44 Billion
Q4 2023

Apr 15, 2024
BUY
$113.37 - $128.78 $2.53 Million - $2.87 Million
22,318 New
22,318 $2.62 Billion

Others Institutions Holding VDE

# of Institutions
734
Shares Held
21.6M
Call Options Held
123K
Put Options Held
87.4K
View Full List

About VANGUARD ENERGY ETF

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