Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 235,607 shares of VTV stock, worth $40.7 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
235,607
Previous 220,301 6.95%
Holding current value
$40.7 Million
Previous $38.5 Billion 3.72%
% of portfolio
1.07%
Previous 1.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$168.32 - $181.87 $2.58 Million - $2.78 Million
15,306 Added 6.95%
235,607 $39.9 Billion
Q3 2024

Oct 30, 2024
BUY
$159.75 - $174.57 $4.59 Million - $5.02 Million
28,740 Added 15.0%
220,301 $38.5 Billion
Q2 2024

Jul 30, 2024
BUY
$154.57 - $163.65 $5.09 Million - $5.39 Million
32,944 Added 20.77%
191,561 $30.7 Billion
Q1 2024

May 07, 2024
BUY
$147.46 - $162.86 $2.2 Million - $2.43 Million
14,908 Added 10.37%
158,617 $25.8 Billion
Q4 2023

Apr 15, 2024
BUY
$131.82 - $149.95 $18.9 Million - $21.5 Million
143,709 New
143,709 $21.5 Billion

Others Institutions Holding VTV

# of Institutions
2,540
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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