Patriot Financial Group Insurance Agency, LLC Vanguard Global Ex U.S. Real Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 25, 2019	SELL	$58.19 - $58.86 $1,920 - $1,942	-33 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	N/A	-44 Reduced 57.14%	33 $2,000
Q3 2018 Oct 30, 2018	BUY	N/A	33 Added 75.0%	77 $4,000
Q2 2018 Aug 14, 2018	SELL	N/A	-113 Reduced 71.97%	44 $3,000
Q1 2018 May 14, 2018	BUY	N/A	113 Added 256.82%	157 $9,000
Q2 2017 Aug 08, 2017	BUY	N/A	44	44 $2,000

Others Institutions Holding VNQI

# of Institutions

382

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$651 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$505 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$257 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$59.9 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.6 Million
0.33% of portfolio

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