Jackson Wealth Management, LLC Vanguard Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$57.67 - $59.08 $1.71 Million - $1.75 Million	29,570 Added 101.33%	58,753 $3.4 Million
Q2 2022 Aug 01, 2022	SELL	$58.29 - $59.37 $1.64 Million - $1.67 Million	-28,204 Reduced 49.15%	29,183 $1.72 Million
Q1 2022 May 05, 2022	BUY	$59.19 - $60.79 $263,928 - $271,062	4,459 Added 8.42%	57,387 $3.4 Million
Q4 2021 Feb 09, 2022	BUY	$60.79 - $61.43 $19,999 - $20,210	329 Added 0.63%	52,928 $3.22 Million
Q3 2021 Dec 10, 2021	SELL	$61.39 - $61.54 $237,088 - $237,667	-3,862 Reduced 6.84%	52,599 $7,000
Q2 2021 Aug 03, 2021	SELL	$61.41 - $61.64 $179,747 - $180,420	-2,927 Reduced 4.93%	56,461 $3.47 Million
Q1 2021 Apr 12, 2021	BUY	$61.49 - $61.63 $178,935 - $179,343	2,910 Added 5.15%	59,388 $3.65 Million
Q4 2020 Feb 02, 2021	SELL	$61.6 - $62.06 $305,043 - $307,321	-4,952 Reduced 8.06%	56,478 $3.48 Million
Q3 2020 Oct 13, 2020	SELL	$62.07 - $62.21 $71,194 - $71,354	-1,147 Reduced 1.83%	61,430 $3.81 Million
Q2 2020 Jul 27, 2020	SELL	$62.08 - $62.28 $2.12 Million - $2.13 Million	-34,167 Reduced 35.32%	62,577 $3.89 Million
Q1 2020 May 13, 2020	SELL	$60.83 - $62.34 $451,115 - $462,313	-7,416 Reduced 7.12%	96,744 $6.02 Million
Q4 2019 Feb 04, 2020	BUY	$60.69 - $61.1 $197,424 - $198,758	3,253 Added 3.22%	104,160 $6.35 Million
Q3 2019 Nov 07, 2019	SELL	$60.71 - $60.94 $57,370 - $57,588	-945 Reduced 0.93%	100,907 $6.15 Million
Q2 2019 Jul 12, 2019	SELL	N/A	-9,969 Reduced 8.92%	101,852 $6.18 Million
Q1 2019 May 09, 2019	SELL	N/A	-7,869 Reduced 6.57%	111,821 $6.76 Million
Q4 2018 Jan 24, 2019	SELL	N/A	-55,600 Reduced 31.72%	119,690 $7.21 Million
Q3 2018 Nov 14, 2018	BUY	N/A	13,062 Added 8.05%	175,290 $10.5 Million
Q2 2018 Aug 08, 2018	BUY	N/A	5,012 Added 3.19%	162,228 $9.7 Million
Q1 2018 May 03, 2018	BUY	N/A	12,822 Added 8.88%	157,216 $9.43 Million
Q4 2017 Feb 05, 2018	BUY	N/A	157 Added 0.11%	144,394 $8.69 Million
Q3 2017 Nov 09, 2017	BUY	N/A	5,912 Added 4.27%	144,237 $8.75 Million
Q2 2017 Aug 10, 2017	BUY	N/A	138,325	138,325 $8.41 Million

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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