Concurrent Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 56,811 shares of VMBS stock, worth $2.67 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
56,811
Previous 60,231 5.68%
Holding current value
$2.67 Million
Previous $2.79 Billion 4.42%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 27, 2025
SELL
$45.72 - $47.27 $156,362 - $161,663
-3,420 Reduced 5.68%
56,811 $2.67 Billion
Q2 2025

Jul 25, 2025
BUY
$45.2 - $46.6 $451,593 - $465,580
9,991 Added 19.89%
60,231 $2.79 Billion
Q1 2025

Apr 29, 2025
BUY
$44.68 - $46.49 $23,144 - $24,081
518 Added 1.04%
50,240 $2.33 Billion
Q4 2024

Feb 03, 2025
BUY
$45.17 - $47.23 $115,815 - $121,097
2,564 Added 5.44%
49,722 $2.25 Billion
Q3 2024

Oct 30, 2024
BUY
$44.9 - $47.55 $13,874 - $14,692
309 Added 0.66%
47,158 $2.23 Billion
Q2 2024

Jul 30, 2024
SELL
$44.15 - $45.75 $42,737 - $44,286
-968 Reduced 2.02%
46,849 $2.13 Billion
Q1 2024

May 07, 2024
BUY
$44.98 - $46.29 $31,530 - $32,449
701 Added 1.49%
47,817 $2.18 Billion
Q4 2023

Apr 15, 2024
BUY
$42.3 - $46.59 $1.99 Million - $2.2 Million
47,116 New
47,116 $2.18 Billion

Others Institutions Holding VMBS

# of Institutions
711
Shares Held
288M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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