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

Concurrent Investment Advisors, LLC

$3.71 Trillion
Q4 2024

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 49,722 shares of VMBS stock, worth $2.27 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

49,722

Previous 47,158 5.44%

Holding current value

$2.27 Million

Previous $2.23 Billion 1.26%

% of portfolio

0.06%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

670

Shares Held

391M

Call Options Held

Put Options Held

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About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

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