Estate Counselors, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Estate Counselors, LLC

$373 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$127.84 - $140.12 $239,700 - $262,725	-1,875 Closed	0 $0
Q3 2021 Nov 03, 2021	SELL	$133.17 - $142.02 $66,585 - $71,010	-500 Reduced 21.05%	1,875 $250,000
Q2 2021 Aug 03, 2021	BUY	$130.46 - $139.84 $127,198 - $136,344	975 Added 69.64%	2,375 $324,000
Q4 2020 Feb 11, 2021	SELL	$102.39 - $122.88 $158,704 - $190,464	-1,550 Reduced 52.54%	1,400 $171,000
Q3 2020 Oct 28, 2020	SELL	$97.15 - $108.8 $971 - $1,088	-10 Reduced 0.34%	2,950 $311,000
Q2 2020 Aug 07, 2020	SELL	$74.55 - $100.43 $36,529 - $49,210	-490 Reduced 14.2%	2,960 $285,000
Q1 2020 Apr 28, 2020	BUY	$67.64 - $112.37 $233,358 - $387,676	3,450 New	3,450 $270,000
Q3 2018 Oct 15, 2018	SELL	N/A	-2,000 Closed	0 $0
Q1 2018 Apr 13, 2018	BUY	N/A	2,000 New	2,000 $238,000

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$498 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$423 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$373 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$328 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$287 Million
0.61% of portfolio

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