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

White Lighthouse Investment Management Inc.

$556 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 07, 2020	SELL	$36.77 - $59.64 $172,819 - $280,308	-4,700 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$58.19 - $58.86 $52,778 - $53,386	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

372

Shares Held

60M

Call Options Held

7.9K

Put Options Held

14K

Empower Advisory Group, LLC Greenwood Village, CO

15.1M
Shares

$658 Million
2.28% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$521 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.34M
Shares

$277 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.74M
Shares

$163 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.56M
Shares

$68.1 Million
0.02% of portfolio

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