Leicht Financial Planning & Wealth Management, Inc. Vanguard Global Ex U.S. Real Transaction History

Leicht Financial Planning & Wealth Management, Inc.

$199 Million
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$40.33 - $50.46 $340,748 - $426,336	-8,449 Closed	0 $0
Q1 2020 Apr 13, 2020	SELL	$36.77 - $59.64 $990,179 - $1.61 Million	-26,929 Reduced 76.12%	8,449 $361,000
Q4 2019 Jan 17, 2020	SELL	$57.62 - $61.5 $2.16 Million - $2.31 Million	-37,498 Reduced 51.45%	35,378 $2.09 Million
Q3 2019 Oct 17, 2019	BUY	$58.19 - $58.86 $1.23 Million - $1.25 Million	21,163 Added 40.92%	72,876 $4.27 Million
Q2 2019 Aug 02, 2019	BUY	N/A	22,721 Added 78.37%	51,713 $3.05 Million
Q1 2019 May 02, 2019	BUY	N/A	10,171 Added 54.04%	28,992 $1.73 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-156 Reduced 0.82%	18,821 $984,000
Q3 2018 Oct 19, 2018	BUY	N/A	18,977 New	18,977 $1.07 Million

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

$603 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$468 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$238 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$55.4 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$54.3 Million
0.33% of portfolio

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