Jackson Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Jackson Wealth Management, LLC
- $589 Million
- Q3 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 19,738 shares of VYM stock, worth $2.63 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
19,738
Previous 10,847
81.97%
Holding current value
$2.63 Million
Previous $1.29 Million
96.73%
% of portfolio
0.43%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,817Shares Held
180MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.51 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.29 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$718 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$669 Million0.21% of portfolio