Roof Eidam & Maycock Vanguard Global Ex U.S. Real Transaction History

Roof Eidam & Maycock

$388 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 17, 2020	SELL	$57.62 - $61.5 $60,789 - $64,882	-1,055 Reduced 14.73%	6,105 $361,000
Q3 2019 Nov 05, 2019	BUY	$58.19 - $58.86 $116,380 - $117,720	2,000 Added 38.76%	7,160 $420,000
Q1 2019 May 10, 2019	BUY	N/A	5,160 New	5,160 $307,000

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

$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

About VANGUARD GLOBAL EX- U.S. REAL

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