Concurrent Investment Advisors, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,794 shares of ESGV stock, worth $213,216. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,794
Previous 2,131 15.81%
Holding current value
$213,216
Previous $252 Million 14.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$116.0 - $122.39 $39,092 - $41,245
-337 Reduced 15.81%
1,794 $217 Million
Q3 2025

Oct 27, 2025
BUY
$109.47 - $119.06 $233,280 - $253,716
2,131 New
2,131 $252 Million

Others Institutions Holding ESGV

# of Institutions
721
Shares Held
31.9M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WORLD FD ESG U.S. STO

ESGV Quotes by TradingView
  • Ticker ESGV
  • Sector ETFs
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More about ESGV
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