Aevitas Wealth Management, Inc. Vanguard Global Ex U.S. Real Transaction History

Aevitas Wealth Management, Inc.

$169 Million
Q4 2022

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 26, 2019	SELL	N/A	-217 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	6 Added 2.84%	217 $11,000
Q3 2018 Nov 14, 2018	BUY	N/A	3 Added 1.44%	211 $12,000
Q4 2017 Feb 13, 2018	BUY	N/A	208	208 $13,000

Others Institutions Holding VNQI

# of Institutions

390

Shares Held

52.7M

Call Options Held

10K

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

13.6M
Shares

$656 Million
1.9% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$574 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.56M
Shares

$267 Million
0.05% of portfolio
Ballentine Partners, LLC Waltham, MA

1.44M
Shares

$69.2 Million
1.01% of portfolio
Envestnet Asset Management Inc

1.32M
Shares

$63.7 Million
0.02% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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