Cary Street Partners Investment Advisory LLC Vanguard Global Ex U.S. Real Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$36.66 - $43.12 $8,431 - $9,917	230 New	230 $9,000
Q4 2020 Feb 12, 2021	SELL	$46.58 - $54.89 $34,981 - $41,222	-751 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$47.24 - $50.25 $35,477 - $37,737	751 New	751 $37,000

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

$603 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$468 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$238 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$55.4 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$54.3 Million
0.33% of portfolio

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About VANGUARD GLOBAL EX- U.S. REAL

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