Veritable, L.P. Vanguard Intl Eqty Ftse All Wo Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$91.16 - $108.26 $1,549 - $1,840	-17 Reduced 0.26%	6,429 $660,000
Q3 2022 Nov 14, 2022	SELL	$92.19 - $111.85 $672,894 - $816,393	-7,299 Reduced 53.1%	6,446 $598,000
Q2 2022 Aug 15, 2022	BUY	$102.76 - $125.99 $1.17 Million - $1.43 Million	11,370 Added 478.74%	13,745 $1.42 Million
Q1 2022 May 11, 2022	BUY	$115.14 - $134.62 $9,211 - $10,769	80 Added 3.49%	2,375 $294,000
Q3 2021 Nov 15, 2021	SELL	$133.17 - $142.02 $73,243 - $78,111	-550 Reduced 19.33%	2,295 $307,000
Q1 2021 May 17, 2021	BUY	$121.06 - $131.2 $13,316 - $14,431	110 Added 4.02%	2,845 $365,000
Q4 2020 Feb 11, 2021	BUY	$102.39 - $122.88 $280,036 - $336,076	2,735 New	2,735 $333,000

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$494 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$419 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$370 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$325 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$285 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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