Concord Wealth Partners's ownership history for VTI

Concord Wealth Partners currently holds 5.4K shares with a market value of $1.7M. It started holding VTI on 2024-09-30. At its peak, it held 5.8K shares on 2024-12-31. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 5.4K shares on 2026-03-31, with a value of $1.5M on 2025-03-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 235. In the recent year, Concord Wealth Partners has decreased its shares by 199.