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

Jmg Financial Group, Ltd.

  • $2.83 Billion
  • Q3 2024

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 4,487 shares of VT stock, worth $531,799. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,487
Previous 3,399 32.01%
Holding current value
$531,799
Previous $382,000 40.58%
% of portfolio
0.02%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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