White Lighthouse Investment Management Inc. Vanguard Global Ex U.S. Real Transaction History

White Lighthouse Investment Management Inc.

$492 Million
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	N/A	-4,700 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	N/A	907 Added 23.91%	4,700 $275,000
Q1 2019 May 08, 2019	BUY	N/A	3,793 New	3,793 $226,000
Q4 2018 Jan 23, 2019	SELL	N/A	-3,793 Closed	0 $0
Q4 2017 Jan 10, 2018	BUY	N/A	3,793	3,793 $229,000

Others Institutions Holding VNQI

# of Institutions

380

Shares Held

62.2M

Call Options Held

12.8K

Put Options Held

26.2K

Empower Advisory Group, LLC Greenwood Village, CO

14.5M
Shares

$597 Million
2.29% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$491 Million
2.39% of portfolio
Charles Schwab Investment Advisory, Inc. San Francisco, CA

6.55M
Shares

$270 Million
0.38% of portfolio
Goldman Sachs Group Inc New York, NY

3.69M
Shares

$152 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.58M
Shares

$65 Million
0.03% of portfolio

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