Jdh Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Jdh Wealth Management, LLC

  • $131 Billion
  • Q2 2025

A detailed history of Jdh Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 1,614 shares of VT stock, worth $225,104. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,614
Previous 2,233 27.72%
Holding current value
$225,104
Previous $259 Million 19.88%
% of portfolio
0.16%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
SELL
$103.16 - $128.52 $63,856 - $79,553
-619 Reduced 27.72%
1,614 $207 Million
Q1 2025

May 02, 2025
BUY
$115.08 - $123.97 $22,785 - $24,546
198 Added 9.73%
2,233 $259 Million
Q4 2024

Jan 22, 2025
BUY
$117.09 - $123.07 $238,278 - $250,447
2,035 New
2,035 $239 Million

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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