Lehman & Derafelo Financial Resources LLC Vanguard Global Ex U.S. Real Transaction History

Lehman & Derafelo Financial Resources LLC

$337 Million
Q4 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 06, 2020	SELL	$47.24 - $50.25 $1,700 - $1,809	-36 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	36 New	36 $2,000

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

$664 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$515 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$262 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.1 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$59.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
Sector ETFs
Industry ETFs

More about VNQI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lehman & Derafelo Financial Resources LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lehman & Derafelo Financial Resources LLC with notifications on news.