Jeppson Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Jeppson Wealth Management, LLC

  • $312 Million
  • Q3 2025

A detailed history of Jeppson Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,538 shares of VYM stock, worth $216,873. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,538
Previous 1,538 -0.0%
Holding current value
$216,873
Previous $205,000 5.37%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 15, 2025
BUY
$114.78 - $133.31 $176,531 - $205,030
1,538 New
1,538 $205,000
Q1 2024

Apr 17, 2024
SELL
$109.98 - $120.99 $3,299 - $3,629
-30 Reduced 1.61%
1,838 $222,000
Q4 2023

Jan 11, 2024
BUY
$98.71 - $111.84 $184,390 - $208,917
1,868 New
1,868 $208,000
Q4 2020

Mar 05, 2021
SELL
$78.88 - $92.1 $11,832 - $13,815
-150 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
$77.57 - $85.18 $11,635 - $12,777
150 New
150 $12,000

Others Institutions Holding VYM

# of Institutions
2,114
Shares Held
190M
Call Options Held
2.01M
Put Options Held
167K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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