Concurrent Investment Advisors, LLC Vanguard Mega Cap Value Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,602 shares of MGV stock, worth $2.83 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
21,602
Previous 19,500 10.78%
Holding current value
$2.83 Million
Previous $2.5 Billion 7.87%
% of portfolio
0.07%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$124.06 - $133.48 $260,774 - $280,574
2,102 Added 10.78%
21,602 $2.7 Billion
Q3 2024

Oct 30, 2024
BUY
$118.0 - $128.28 $144,196 - $156,758
1,222 Added 6.69%
19,500 $2.5 Billion
Q2 2024

Jul 30, 2024
BUY
$113.61 - $120.34 $35,219 - $37,305
310 Added 1.73%
18,278 $2.17 Billion
Q1 2024

May 07, 2024
SELL
$108.33 - $119.51 $156,861 - $173,050
-1,448 Reduced 7.46%
17,968 $2.15 Billion
Q4 2023

Apr 15, 2024
BUY
$97.07 - $109.74 $1.88 Million - $2.13 Million
19,416 New
19,416 $2.12 Billion

Others Institutions Holding MGV

# of Institutions
481
Shares Held
75.1M
Call Options Held
2.5K
Put Options Held
400
View Full List

About VANGUARD MEGA CAP VALUE

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