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 $21,812. This represents 0.0% of its overall portfolio holdings.

Number of Shares

470

Previous 470 -0.0%

Holding current value

$21,812

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

393

Shares Held

55.2M

Call Options Held

17.9K

Put Options Held

3.4K

Empower Advisory Group, LLC Greenwood Village, CO

16.7M
Shares

$777 Million
2.22% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$554 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.71M
Shares

$265 Million
0.04% of portfolio
Ballentine Partners, LLC Waltham, MA

1.43M
Shares

$66.2 Million
1.01% of portfolio
Envestnet Asset Management Inc

1.39M
Shares

$64.6 Million
0.02% of portfolio

View Full List

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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