Howe & Rusling Inc Vanguard Global Ex U.S. Real Transaction History

Howe & Rusling Inc

$1.16 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$39.39 - $42.14 $37,105 - $39,695	-942 Reduced 83.58%	185 $7,000
Q4 2023 Feb 05, 2024	SELL	$36.73 - $43.52 $4,077 - $4,830	-111 Reduced 8.97%	1,127 $47,000
Q3 2023 Nov 08, 2023	BUY	$38.66 - $42.52 $4,291 - $4,719	111 Added 9.85%	1,238 $48,000
Q4 2020 Feb 08, 2021	BUY	$46.58 - $54.89 $7,080 - $8,343	152 Added 15.59%	1,127 $61,000
Q4 2019 Feb 05, 2020	SELL	$57.62 - $61.5 $8,354 - $8,917	-145 Reduced 12.95%	975 $58,000
Q4 2018 Feb 04, 2019	SELL	N/A	-150 Reduced 11.81%	1,120 $59,000
Q3 2018 Nov 07, 2018	BUY	N/A	125 Added 10.92%	1,270 $71,000
Q2 2018 Jul 31, 2018	SELL	N/A	-365 Reduced 24.17%	1,145 $67,000
Q1 2018 May 14, 2018	BUY	N/A	365 Added 31.88%	1,510 $92,000
Q3 2017 Oct 18, 2017	BUY	N/A	1,145	1,145 $68,000

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

$667 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$518 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$264 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.3 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$60.1 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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