Destiny Wealth Partners, LLC Vanguard Global Ex U.S. Real Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$56.02 - $60.85 $23,752 - $25,800	-424 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$53.06 - $56.29 $22,497 - $23,866	424 New	424 $24,000

Others Institutions Holding VNQI

# of Institutions

382

Shares Held

56.8M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$589 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$457 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$232 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$54.1 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$53 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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