Concurrent Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 42,916 shares of VO stock, worth $11.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
42,916
Previous 32,143 33.52%
Holding current value
$11.3 Million
Previous $7.78 Billion 45.5%
% of portfolio
0.33%
Previous 0.26%

Shares

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

Oct 30, 2024
BUY
$237.84 - $263.83 $2.56 Million - $2.84 Million
10,773 Added 33.52%
42,916 $11.3 Billion
Q2 2024

Jul 30, 2024
BUY
$234.99 - $248.98 $705,674 - $747,686
3,003 Added 10.31%
32,143 $7.78 Billion
Q1 2024

May 07, 2024
BUY
$225.86 - $249.86 $102,540 - $113,436
454 Added 1.58%
29,140 $7.28 Billion
Q4 2023

Apr 15, 2024
BUY
$195.66 - $233.95 $5.61 Million - $6.71 Million
28,686 New
28,686 $6.67 Billion

Others Institutions Holding VO

# of Institutions
2,093
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

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