Planned Solutions, Inc. Vanguard Global Ex U.S. Real Transaction History

Planned Solutions, Inc.

$245 Million
Q3 2024

A detailed history of Planned Solutions, Inc. transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Planned Solutions, Inc. holds 21 shares of VNQI stock, worth $889. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$889

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$40.45 - $47.24 $849 - $992	21 New	21 $0
Q4 2023 Jan 17, 2024	BUY	$36.73 - $43.52 $146 - $174	4 New	4 $0

Others Institutions Holding VNQI

# of Institutions

383

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

$59.8 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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Planned Solutions, Inc. Vanguard Global Ex U.S. Real Transaction History