Jmg Financial Group, Ltd. Vanguard Total World Stk Index Transaction History

Jmg Financial Group, Ltd.

$3.16 Billion
Q2 2025

A detailed history of Jmg Financial Group, Ltd. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Jmg Financial Group, Ltd. holds 5,120 shares of VT stock, worth $714,086. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,120

Previous 4,489 14.06%

Holding current value

$714,086

Previous $520,000 26.54%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$103.16 - $128.52 $65,093 - $81,096	631 Added 14.06%	5,120 $658,000
Q1 2025 May 05, 2025	BUY	$115.08 - $123.97 $115 - $123	1 Added 0.02%	4,489 $520,000
Q4 2024 Feb 03, 2025	BUY	$117.09 - $123.07 $117 - $123	1 Added 0.02%	4,488 $527,000
Q3 2024 Oct 22, 2024	BUY	$107.72 - $119.96 $117,199 - $130,516	1,088 Added 32.01%	4,487 $537,000
Q2 2024 Jul 30, 2024	SELL	$104.94 - $113.51 $56,247 - $60,841	-536 Reduced 13.62%	3,399 $382,000
Q1 2024 Apr 30, 2024	BUY	$100.68 - $110.5 $503 - $552	5 Added 0.13%	3,935 $434,000
Q4 2023 Feb 01, 2024	BUY	$88.97 - $103.1 $800 - $927	9 Added 0.23%	3,930 $404,000
Q3 2023 Oct 31, 2023	BUY	$92.79 - $100.59 $128,514 - $139,317	1,385 Added 54.61%	3,921 $365,000
Q2 2023 Jul 25, 2023	BUY	$91.33 - $98.06 $231,612 - $248,680	2,536 New	2,536 $246,000

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

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Jmg Financial Group, Ltd. Vanguard Total World Stk Index Transaction History