Concurrent Investment Advisors, LLC Vanguard Small Cap ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,234 shares of VB stock, worth $8.66 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
36,234
Previous 20,765 74.5%
Holding current value
$8.66 Million
Previous $4.53 Billion 89.84%
% of portfolio
0.25%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$214.77 - $237.72 $3.32 Million - $3.68 Million
15,469 Added 74.5%
36,234 $8.6 Billion
Q2 2024

Jul 30, 2024
BUY
$210.76 - $226.94 $267,032 - $287,532
1,267 Added 6.5%
20,765 $4.53 Billion
Q1 2024

May 07, 2024
SELL
$204.0 - $228.59 $510,204 - $571,703
-2,501 Reduced 11.37%
19,498 $4.46 Billion
Q4 2023

Apr 15, 2024
BUY
$175.26 - $215.9 $3.86 Million - $4.75 Million
21,999 New
21,999 $4.69 Billion

Others Institutions Holding VB

# of Institutions
2,061
Shares Held
147M
Call Options Held
63.7K
Put Options Held
88.6K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email