Fortis Advisors, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Fortis Advisors, LLC

$130 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$107.08 - $113.45 $5,354 - $5,672	50 Added 135.14%	87 $9,000
Q4 2021 Feb 14, 2022	BUY	$127.84 - $140.12 $127 - $140	1 Added 2.78%	37 $5,000
Q2 2021 Aug 16, 2021	SELL	$130.46 - $139.84 $1.51 Million - $1.62 Million	-11,591 Reduced 99.69%	36 $5,000
Q1 2021 May 13, 2021	BUY	$121.06 - $131.2 $1.34 Million - $1.45 Million	11,053 Added 1925.61%	11,627 $30,000
Q4 2020 Feb 11, 2021	SELL	$102.39 - $122.88 $11,774 - $14,131	-115 Reduced 16.69%	574 $70,000
Q3 2020 Nov 13, 2020	BUY	$97.15 - $108.8 $15,349 - $17,190	158 Added 29.76%	689 $73,000
Q2 2020 Aug 13, 2020	SELL	$74.55 - $100.43 $6,336 - $8,536	-85 Reduced 13.8%	531 $51,000
Q1 2020 May 14, 2020	BUY	$67.64 - $112.37 $4,802 - $7,978	71 Added 13.03%	616 $48,000
Q4 2019 Feb 14, 2020	BUY	$100.01 - $111.61 $45,704 - $51,005	457 Added 519.32%	545 $61,000
Q1 2019 May 15, 2019	BUY	N/A	88 New	88 $9,000

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

$491 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$417 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$368 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$323 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$284 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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