Bdo Wealth Advisors, LLC Vanguard Global Ex U.S. Real Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$49.07 - $54.16 $1,079 - $1,191	-22 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$52.69 - $58.11 $4,636 - $5,113	-88 Reduced 80.0%	22 $1,000
Q3 2021 Nov 09, 2021	SELL	$56.15 - $60.07 $7,187 - $7,688	-128 Reduced 53.78%	110 $6,000
Q2 2021 Sep 03, 2021	SELL	$56.02 - $60.85 $3,081 - $3,346	-55 Reduced 18.77%	238 $14,000
Q1 2021 May 14, 2021	BUY	$53.06 - $56.29 $15,546 - $16,492	293 New	293 $16,000
Q4 2020 Feb 12, 2021	SELL	$46.58 - $54.89 $5,123 - $6,037	-110 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$40.33 - $50.46 $7,138 - $8,931	-177 Reduced 61.67%	110 $5,000
Q1 2020 May 15, 2020	SELL	$36.77 - $59.64 $57,802 - $93,754	-1,572 Reduced 84.56%	287 $12,000
Q2 2019 Aug 09, 2019	BUY	N/A	1,859 New	1,859 $110,000

Others Institutions Holding VNQI

# of Institutions

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$664 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$515 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$262 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.1 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$59.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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