Jackson Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$78.67 - $82.51 $1.1 Million - $1.15 Million	-13,970 Closed	0 $0
Q4 2019 Feb 04, 2020	SELL	$80.41 - $81.14 $10,051 - $10,142	-125 Reduced 0.89%	13,970 $1.13 Million
Q3 2019 Nov 07, 2019	SELL	$80.39 - $80.84 $945,707 - $951,001	-11,764 Reduced 45.49%	14,095 $1.14 Million
Q2 2019 Jul 12, 2019	BUY	N/A	342 Added 1.34%	25,859 $2.08 Million
Q1 2019 May 09, 2019	BUY	N/A	898 Added 3.65%	25,517 $2.03 Million
Q4 2018 Jan 24, 2019	SELL	N/A	-981 Reduced 3.83%	24,619 $1.94 Million
Q3 2018 Nov 14, 2018	BUY	N/A	707 Added 2.84%	25,600 $2 Million
Q2 2018 Aug 08, 2018	SELL	N/A	-920 Reduced 3.56%	24,893 $1.94 Million
Q1 2018 May 03, 2018	SELL	N/A	-2,078 Reduced 7.45%	25,813 $2.02 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-28,560 Reduced 50.59%	27,891 $2.2 Million
Q3 2017 Nov 09, 2017	BUY	N/A	3,849 Added 7.32%	56,451 $4.5 Million
Q2 2017 Aug 10, 2017	BUY	N/A	52,602	52,602 $4.21 Million

Others Institutions Holding BSV

# of Institutions

1,237

Shares Held

375M

Call Options Held

0

Put Options Held

96.7K

Envestnet Asset Management Inc

53.7M
Shares

$4.15 Billion
1.4% of portfolio
Mercer Global Advisors Inc Denver, CO

29.1M
Shares

$2.25 Billion
5.03% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.16 Billion
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

22.3M
Shares

$1.72 Billion
0.14% of portfolio
Goldman Sachs Group Inc New York, NY

16.6M
Shares

$1.28 Billion
0.22% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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