Cedar Wealth Management, LLC Vanguard Global Ex U.S. Real Transaction History

Cedar Wealth Management, LLC

$322 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$37.49 - $46.16 $131,027 - $161,329	3,495 Added 62.52%	9,085 $347,000
Q2 2022 Aug 11, 2022	SELL	$43.46 - $52.84 $58,410 - $71,016	-1,344 Reduced 19.38%	5,590 $247,000
Q1 2022 May 12, 2022	SELL	$49.07 - $54.16 $99,366 - $109,674	-2,025 Reduced 22.6%	6,934 $360,000
Q4 2021 Feb 11, 2022	SELL	$52.69 - $58.11 $1,791 - $1,975	-34 Reduced 0.38%	8,959 $483,000
Q3 2021 Nov 12, 2021	SELL	$56.15 - $60.07 $12,858 - $13,756	-229 Reduced 2.48%	8,993 $506,000
Q2 2021 Aug 09, 2021	BUY	$56.02 - $60.85 $1,960 - $2,129	35 Added 0.38%	9,222 $538,000
Q1 2021 May 11, 2021	SELL	$53.06 - $56.29 $159 - $168	-3 Reduced 0.03%	9,187 $512,000
Q4 2020 Feb 11, 2021	BUY	$46.58 - $54.89 $12,530 - $14,765	269 Added 3.02%	9,190 $499,000
Q3 2020 Nov 12, 2020	SELL	$47.24 - $50.25 $1,181 - $1,256	-25 Reduced 0.28%	8,921 $434,000
Q2 2020 Aug 04, 2020	BUY	$40.33 - $50.46 $71,101 - $88,960	1,763 Added 24.54%	8,946 $417,000
Q1 2020 May 01, 2020	SELL	$36.77 - $59.64 $18,495 - $29,998	-503 Reduced 6.54%	7,183 $308,000
Q4 2019 Jan 29, 2020	BUY	$57.62 - $61.5 $204,954 - $218,755	3,557 Added 86.15%	7,686 $454,000
Q3 2019 Oct 24, 2019	BUY	$58.19 - $58.86 $84,666 - $85,641	1,455 Added 54.41%	4,129 $242,000
Q2 2019 Jul 24, 2019	BUY	N/A	839 Added 45.72%	2,674 $158,000
Q1 2019 Apr 25, 2019	BUY	N/A	1,757 Added 2252.56%	1,835 $109,000
Q4 2018 Jan 23, 2019	BUY	N/A	64 Added 457.14%	78 $4,000
Q3 2018 Nov 06, 2018	BUY	N/A	14 New	14 $1,000

Others Institutions Holding VNQI

# of Institutions

383

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$653 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$507 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$258 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$60 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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