Concurrent Investment Advisors, LLC Vanguard Consumer Staples ETF Transaction History

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Consumer Staples ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,510 shares of VDC stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,510

Previous 1,771 324.05%

Holding current value

$1.6 Million

Previous $387 Million 310.27%

% of portfolio

0.04%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$210.96 - $223.62 $1.21 Million - $1.28 Million	5,739 Added 324.05%	7,510 $1.59 Billion
Q3 2024 Oct 30, 2024	BUY	$201.77 - $221.32 $15,334 - $16,820	76 Added 4.48%	1,771 $387 Million
Q2 2024 Jul 30, 2024	SELL	$194.57 - $209.07 $389 - $418	-2 Reduced 0.12%	1,695 $344 Million
Q1 2024 May 07, 2024	SELL	$189.57 - $204.14 $148,054 - $159,433	-781 Reduced 31.52%	1,697 $346 Million
Q4 2023 Apr 15, 2024	BUY	$175.13 - $191.99 $433,972 - $475,751	2,478 New	2,478 $473 Million

Others Institutions Holding VDC

# of Institutions

668

Shares Held

15.8M

Call Options Held

2.5K

Put Options Held

View Full List

About VANGUARD CONSUMER STAPLES ETF

Ticker VDC
Sector ETFs
Industry ETFs

More about VDC

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 Consumer Staples ETF Transaction History