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

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$610 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$473 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$241 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$56 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$54.9 Million
0.33% of portfolio

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