Jackson Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Jackson Wealth Management, LLC

  • $639 Million
  • Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 3,065 shares of VTI stock, worth $870,827. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,065
Previous 2,559 19.77%
Holding current value
$870,827
Previous $724,000 22.65%
% of portfolio
0.14%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$280.04 - $302.45 $141,700 - $153,039
506 Added 19.77%
3,065 $888,000
Q1 2023

May 12, 2023
BUY
$189.85 - $210.01 $485,826 - $537,415
2,559 New
2,559 $522,000
Q3 2022

Nov 14, 2022
BUY
$179.47 - $216.24 $459,263 - $553,358
2,559 New
2,559 $459,000
Q2 2022

Aug 01, 2022
SELL
$183.02 - $230.52 $468,348 - $589,900
-2,559 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$209.9 - $242.97 $3.52 Million - $4.08 Million
-16,792 Reduced 86.78%
2,559 $583,000
Q4 2021

Feb 09, 2022
BUY
$221.73 - $242.96 $106,652 - $116,863
481 Added 2.55%
19,351 $4.67 Million
Q3 2021

Dec 10, 2021
BUY
$219.23 - $234.37 $3.58 Million - $3.82 Million
16,311 Added 637.4%
18,870 $46,000
Q2 2021

Aug 03, 2021
SELL
$209.28 - $222.82 $1,046 - $1,114
-5 Reduced 0.2%
2,559 $570,000
Q1 2020

May 13, 2020
SELL
$111.91 - $172.17 $822,314 - $1.27 Million
-7,348 Reduced 74.13%
2,564 $380,000
Q4 2019

Feb 04, 2020
BUY
$146.61 - $164.29 $25,070 - $28,093
171 Added 1.76%
9,912 $1.66 Million
Q3 2019

Nov 07, 2019
SELL
$150.3 - $153.62 $113,326 - $115,829
-754 Reduced 7.18%
9,741 $1.45 Million
Q2 2019

Jul 12, 2019
BUY
N/A
24 Added 0.23%
10,495 $1.6 Million
Q1 2019

May 09, 2019
SELL
N/A
-138 Reduced 1.3%
10,471 $1.52 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-42,753 Reduced 80.12%
10,609 $1.32 Million
Q3 2018

Nov 14, 2018
BUY
N/A
1,155 Added 2.21%
53,362 $7.99 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-9,709 Reduced 15.68%
52,207 $7.66 Million
Q1 2018

May 03, 2018
SELL
N/A
-6,165 Reduced 9.06%
61,916 $8.41 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-82,395 Reduced 54.76%
68,081 $9.6 Million
Q3 2017

Nov 09, 2017
BUY
N/A
3,751 Added 2.56%
150,476 $19.7 Million
Q2 2017

Aug 10, 2017
BUY
N/A
146,725
146,725 $18.6 Million

Others Institutions Holding VTI

# of Institutions
3,369
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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