Concurrent Investment Advisors, LLC Vanguard Financial ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,056 shares of VFH stock, worth $4.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
36,056
Previous 39,765 9.33%
Holding current value
$4.6 Million
Previous $5.06 Billion 6.52%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 27, 2025
SELL
$125.23 - $132.78 $464,478 - $492,481
-3,709 Reduced 9.33%
36,056 $4.73 Billion
Q2 2025

Jul 25, 2025
SELL
$104.87 - $127.3 $5,243 - $6,365
-50 Reduced 0.13%
39,765 $5.06 Billion
Q1 2025

Apr 29, 2025
BUY
$114.07 - $127.34 $1.02 Million - $1.13 Million
8,910 Added 28.83%
39,815 $4.76 Billion
Q4 2024

Feb 03, 2025
SELL
$108.87 - $126.2 $180,288 - $208,987
-1,656 Reduced 5.09%
30,905 $3.65 Billion
Q3 2024

Oct 30, 2024
SELL
$99.27 - $111.21 $122,697 - $137,455
-1,236 Reduced 3.66%
32,561 $3.58 Billion
Q2 2024

Jul 30, 2024
SELL
$95.9 - $103.0 $410,164 - $440,531
-4,277 Reduced 11.23%
33,797 $3.38 Billion
Q1 2024

May 07, 2024
SELL
$90.62 - $102.39 $721,878 - $815,638
-7,966 Reduced 17.3%
38,074 $3.9 Billion
Q4 2023

Apr 15, 2024
BUY
$75.97 - $92.67 $3.5 Million - $4.27 Million
46,040 New
46,040 $4.25 Billion

Others Institutions Holding VFH

# of Institutions
804
Shares Held
54.8M
Call Options Held
61.9K
Put Options Held
6.9K
View Full List

About VANGUARD FINANCIAL ETF

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