Ropes Wealth Advisors LLC Vanguard Global Ex U.S. Real Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$58.19 - $58.86 $30,666 - $31,019	-527 Closed	0 $0
Q2 2019 Jul 31, 2019	BUY	N/A	527 New	527 $31,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,128 Closed	0 $0
Q1 2018 Apr 30, 2018	BUY	N/A	1,128 New	1,128 $69,000

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

$653 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$507 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$258 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$60 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$58.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

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