Surevest, LLC Vanguard Global Ex U.S. Real Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Surevest, LLC holds 470 shares of VNQI stock, worth $19,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares

470

Previous 470 -0.0%

Holding current value

$19,904

Previous $21,000 14.29%

% of portfolio

0.0%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	BUY	$52.69 - $58.11 $24,764 - $27,311	470 New	470 $25,000

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

$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

View Full List

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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