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

Jackson, Grant Investment Advisers, Inc.

$256 Million
Q1 2025

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 5,600 shares of VYM stock, worth $722,512. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,600

Previous 5,584 0.29%

Holding current value

$722,512

Previous $712,000 1.4%

% of portfolio

0.28%

Previous 0.28%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$126.11 - $135.06 $2,017 - $2,160	16 Added 0.29%	5,600 $722,000
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

1,999

Shares Held

186M

Call Options Held

2.03M

Put Options Held

311K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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