Concurrent Investment Advisors, LLC Vanguard Intermediate Term Tre Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 14,270 shares of VGIT stock, worth $856,200. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,270
Previous 15,432 7.53%
Holding current value
$856,200
Previous $923 Million 7.19%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$58.97 - $60.36 $68,523 - $70,138
-1,162 Reduced 7.53%
14,270 $857 Million
Q2 2025

Jul 25, 2025
BUY
$58.63 - $59.9 $290,159 - $296,445
4,949 Added 47.21%
15,432 $923 Million
Q1 2025

Apr 29, 2025
BUY
$57.44 - $59.4 $14,647 - $15,147
255 Added 2.49%
10,483 $623 Million
Q4 2024

Feb 03, 2025
BUY
$57.78 - $60.4 $2,311 - $2,416
40 Added 0.39%
10,228 $593 Million
Q3 2024

Oct 30, 2024
BUY
$57.8 - $60.8 $7,687 - $8,086
133 Added 1.32%
10,188 $616 Million
Q2 2024

Jul 30, 2024
SELL
$57.14 - $58.53 $118,851 - $121,742
-2,080 Reduced 17.14%
10,055 $586 Million
Q1 2024

May 07, 2024
SELL
$58.07 - $59.52 $1.08 Million - $1.1 Million
-18,546 Reduced 60.45%
12,135 $710 Million
Q4 2023

Apr 15, 2024
BUY
$56.15 - $59.51 $1.72 Million - $1.83 Million
30,681 New
30,681 $1.82 Billion

Others Institutions Holding VGIT

# of Institutions
914
Shares Held
427M
Call Options Held
4K
Put Options Held
5.4K
View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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