Jackson Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Jackson Wealth Management, LLC

$639 Million
Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 21,212 shares of VYM stock, worth $2.72 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

21,212

Previous 19,738 7.47%

Holding current value

$2.72 Million

Previous $2.53 Million 6.96%

% of portfolio

0.42%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$126.68 - $134.74 $186,726 - $198,606	1,474 Added 7.47%	21,212 $2.71 Million
Q3 2024 Oct 22, 2024	BUY	$117.9 - $128.2 $1.05 Million - $1.14 Million	8,891 Added 81.97%	19,738 $2.53 Million
Q2 2024 Jul 01, 2024	SELL	$114.71 - $121.51 $840,594 - $890,425	-7,328 Reduced 40.32%	10,847 $1.29 Million
Q1 2024 Jun 11, 2024	BUY	$109.98 - $120.99 $2 Million - $2.2 Million	18,175 New	18,175 $2.2 Million
Q2 2020 Jul 27, 2020	SELL	$67.79 - $86.78 $10.9 Million - $14 Million	-160,955 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$60.97 - $94.78 $9.81 Million - $15.3 Million	160,955 New	160,955 $12.4 Million

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

Ticker VYM
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Jackson Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History