Concurrent Investment Advisors, LLC VTV Holdings History
Concurrent Investment Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Concurrent Investment Advisors, LLC held 248,959.00 shares of Vanguard Value ETF(VTV), totaling $43.01 Mil. This investment constitutes 1.04% of their stock portfolio, and Concurrent Investment Advisors, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Concurrent Investment Advisors, LLC has made 5 purchases of VTV, at an average price of $151.06, for a total of 248,959.00 shares. Based on historical transaction data and VTV's current price of $177.66, Concurrent Investment Advisors, LLC's estimated gain on his VTV holdings is $6.62 Mil, reflecting a 17.61% gain to date.
Concurrent Investment Advisors, LLC VTV ($177.66) Holding Chart
Concurrent Investment Advisors, LLC VTV ($177.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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