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Concurrent Investment Advisors, LLC → VOO

Concurrent Investment Advisors, LLC VOO Position History

Vanguard S&P 500 ETF

Quarters held
9
Latest value
$399.2M
Q3 2026
Peak value
$399.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$151.1M
Q4 2025$168.2M
Q4 2025$12.2M
Q1 2026$12.4M
Q1 2026$193.2M
Q2 2026$21M
Q2 2026$352.4M
Q3 2026$23.8M
Q3 2026$399.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$399.2M569.6K——
Q3 2026$23.8M34.0K——
Q2 2026$352.4M513.1K——
Q2 2026$21M30.5K——
Q1 2026$193.2M323.3K——
Q1 2026$12.4M20.8K——
Q4 2025$12.2M19.4K——
Q4 2025$168.2M268.2K——
Q3 2025$151.1M246.8K——

Other funds holding VOO

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