Jackson, Grant Investment Advisers, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $257 Million
  • Q4 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 5,584 shares of VYM stock, worth $716,985. This represents 0.28% of its overall portfolio holdings.

Number of Shares
5,584
Previous 5,566 0.32%
Holding current value
$716,985
Previous $713,000 0.14%
% of portfolio
0.28%
Previous 0.27%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$126.68 - $134.74 $2,280 - $2,425
18 Added 0.32%
5,584 $712,000
Q3 2024

Oct 17, 2024
BUY
$117.9 - $128.2 $2,004 - $2,179
17 Added 0.31%
5,566 $713,000
Q2 2024

Jul 16, 2024
BUY
$114.71 - $121.51 $95,782 - $101,460
835 Added 17.71%
5,549 $658,000
Q1 2024

May 08, 2024
BUY
$109.98 - $120.99 $989 - $1,088
9 Added 0.19%
4,714 $570,000
Q4 2023

Feb 01, 2024
BUY
$98.71 - $111.84 $1,480 - $1,677
15 Added 0.32%
4,705 $525,000
Q3 2023

Oct 13, 2023
BUY
$103.32 - $110.34 $1,136 - $1,213
11 Added 0.24%
4,690 $484,000
Q2 2023

Aug 01, 2023
BUY
$101.36 - $107.68 $1,317 - $1,399
13 Added 0.28%
4,679 $496,000
Q1 2023

May 02, 2023
BUY
$100.82 - $111.44 $1,008 - $1,114
10 Added 0.21%
4,666 $492,000
Q4 2022

Jan 26, 2023
SELL
$96.14 - $113.15 $1,634 - $1,923
-17 Reduced 0.36%
4,656 $0
Q3 2022

Nov 14, 2022
BUY
$94.88 - $110.28 $1,043 - $1,213
11 Added 0.24%
4,673 $443,000
Q2 2022

Aug 04, 2022
BUY
$99.2 - $114.57 $1,190 - $1,374
12 Added 0.26%
4,662 $474,000
Q1 2022

Apr 28, 2022
BUY
$107.24 - $115.01 $498,666 - $534,796
4,650 New
4,650 $522,000
Q4 2021

Jan 24, 2022
SELL
$104.33 - $112.16 $482,943 - $519,188
-4,629 Closed
0 $0
Q3 2021

Oct 13, 2021
BUY
$102.3 - $108.36 $1,125 - $1,191
11 Added 0.24%
4,629 $478,000
Q2 2021

Jul 15, 2021
SELL
$101.6 - $107.95 $2,438 - $2,590
-24 Reduced 0.52%
4,618 $484,000
Q1 2021

Apr 22, 2021
BUY
$90.4 - $101.83 $904 - $1,018
10 Added 0.22%
4,642 $469,000
Q4 2020

Mar 03, 2021
BUY
$78.88 - $92.1 $21,613 - $25,235
274 Added 6.29%
4,632 $424,000
Q3 2020

Nov 12, 2020
BUY
$77.57 - $85.18 $1,008 - $1,107
13 Added 0.3%
4,358 $353,000
Q2 2020

Aug 14, 2020
BUY
$67.79 - $86.78 $949 - $1,214
14 Added 0.32%
4,345 $342,000
Q1 2020

May 12, 2020
BUY
$60.97 - $94.78 $1,951 - $3,032
32 Added 0.74%
4,331 $306,000
Q4 2019

Feb 05, 2020
BUY
$85.84 - $94.47 $2,918 - $3,211
34 Added 0.8%
4,299 $403,000
Q3 2019

Nov 20, 2019
BUY
$88.2 - $89.75 $3,175 - $3,231
36 Added 0.85%
4,265 $378,000
Q2 2019

Aug 13, 2019
BUY
N/A
28 Added 0.67%
4,229 $370,000
Q1 2019

May 07, 2019
BUY
N/A
30 Added 0.72%
4,201 $360,000
Q4 2018

Jan 23, 2019
BUY
N/A
68 Added 1.66%
4,171 $325,000
Q2 2018

Aug 02, 2018
BUY
N/A
58 Added 1.43%
4,103 $341,000
Q4 2017

Feb 01, 2018
BUY
N/A
2,261 Added 126.74%
4,045 $346,000
Q3 2017

Nov 14, 2017
BUY
N/A
313 Added 21.28%
1,784 $145,000
Q2 2017

Aug 10, 2017
BUY
N/A
1,471
1,471 $115,000

Others Institutions Holding VYM

# of Institutions
1,955
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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