Concurrent Investment Advisors, LLC Vanguard Russell 2000 Growth E Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Russell 2000 Growth E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,514 shares of VTWG stock, worth $2.4 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,514

Previous 11,939 11.94%

Holding current value

$2.4 Million

Previous $2.49 Billion 1.24%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$208.02 - $237.84 $296,428 - $338,922	-1,425 Reduced 11.94%	10,514 $2.46 Billion
Q2 2025 Jul 25, 2025	BUY	$163.6 - $208.47 $136,115 - $173,447	832 Added 7.49%	11,939 $2.49 Billion
Q1 2025 Apr 29, 2025	SELL	$185.73 - $221.19 $26,002 - $30,966	-140 Reduced 1.24%	11,107 $2.07 Billion
Q4 2024 Feb 03, 2025	SELL	$202.91 - $229.76 $23,131 - $26,192	-114 Reduced 1.0%	11,247 $2.36 Billion
Q3 2024 Oct 30, 2024	BUY	$186.75 - $211.16 $1.01 Million - $1.14 Million	5,407 Added 90.81%	11,361 $2.35 Billion

Q2 2024 Jul 30, 2024	SELL	$178.44 - $195.65 $83,866 - $91,955	-470 Reduced 7.32%	5,954 $1.14 Billion
Q1 2024 May 07, 2024	BUY	$174.39 - $197.1 $1.12 Million - $1.27 Million	6,424 New	6,424 $1.27 Billion

Others Institutions Holding VTWG

# of Institutions

187

Shares Held

2.43M

Call Options Held

200

Put Options Held

2.1K

View Full List

About VANGUARD RUSSELL 2000 GROWTH E

Ticker VTWG
Sector ETFs
Industry ETFs

More about VTWG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Vanguard Russell 2000 Growth E Transaction History