Concurrent Investment Advisors, LLC's ownership history for VDE

Concurrent Investment Advisors, LLC currently holds 37.7K shares with a market value of $6.5M. It started holding VDE on 2024-09-30. At its peak, it held 37.7K shares on 2026-03-31. Its highest holding value was $6.5M on 2026-03-31. At its lowest, it held 22.3K shares on 2025-03-31, with a value of $2.7M on 2025-06-30. In the recent 180 days, Concurrent Investment Advisors, LLC has increased its shares by 12.8K. In the recent year, Concurrent Investment Advisors, LLC has increased its shares by 15.4K.