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 $18,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares

470

Previous 470 -0.0%

Holding current value

$18,433

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

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

View Full List

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
Sector ETFs
Industry ETFs

More about VNQI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Account