Jackson Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History
Jackson Wealth Management, LLC
- $340 Million
- Q2 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 10,847 shares of VYM stock, worth $1.39 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
10,847
Previous 18,175
40.32%
Holding current value
$1.39 Million
Previous $2.2 Million
41.49%
% of portfolio
0.38%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio