Jacksonville Wealth Management, LLC Vanguard Russell 3000 ETF Transaction History
Jacksonville Wealth Management, LLC
- $124 Billion
- Q2 2025
A detailed history of Jacksonville Wealth Management, LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 2,990 shares of VTHR stock, worth $882,857. This represents 0.66% of its overall portfolio holdings.
Number of Shares
2,990
Previous 3,036
1.52%
Holding current value
$882,857
Previous $749 Million
8.86%
% of portfolio
0.66%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding VTHR
# of Institutions
227Shares Held
4.74MCall Options Held
0Put Options Held
0-
Ameriprise Financial Inc Minneapolis, MN525KShares$155 Million0.04% of portfolio
-
Lincoln National Corp466KShares$138 Million3.87% of portfolio
-
Tompkins Financial Corp277KShares$81.7 Million6.97% of portfolio
-
Cliffwater LLC Marina Del Rey, CA236KShares$69.7 Million16.75% of portfolio
-
Morgan Stanley New York, NY225KShares$66.4 Million0.0% of portfolio