Jackson Wealth Management, LLC Vanguard Growth ETF Transaction History

Jackson Wealth Management, LLC

  • $535 Million
  • Q1 2024

A detailed history of Jackson Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 23,416 shares of VUG stock, worth $8.76 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
23,416
Previous 29,277 20.02%
Holding current value
$8.76 Million
Previous $9.1 Million 11.45%
% of portfolio
1.51%
Previous 1.87%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$301.05 - $346.61 $1.76 Million - $2.03 Million
-5,861 Reduced 20.02%
23,416 $8.06 Million
Q4 2023

Feb 14, 2024
BUY
$261.54 - $312.16 $7.66 Million - $9.14 Million
29,277 New
29,277 $9.1 Million
Q2 2023

Aug 02, 2023
SELL
$243.06 - $282.96 $215,837 - $251,268
-888 Reduced 28.5%
2,228 $630,000
Q1 2023

May 12, 2023
BUY
$209.25 - $249.44 $652,023 - $777,255
3,116 New
3,116 $777,000
Q3 2022

Nov 14, 2022
BUY
N/A
2,228 New
2,228 $477,000
Q1 2022

May 05, 2022
SELL
N/A
-9,748 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
9,748 New
9,748 $3.13 Million
Q3 2021

Dec 10, 2021
SELL
N/A
-10,125 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
N/A
2,980 Added 41.71%
10,125 $2.9 Million
Q1 2021

Apr 12, 2021
SELL
N/A
-9,820 Reduced 57.88%
7,145 $1.84 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-1,493 Reduced 8.09%
16,965 $4.3 Million
Q3 2020

Oct 13, 2020
BUY
N/A
18,458 New
18,458 $4.2 Million
Q1 2020

May 13, 2020
SELL
N/A
-1,887 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
N/A
1,887 New
1,887 $360,000

Others Institutions Holding VUG

# of Institutions
2,193
Shares Held
221M
Call Options Held
174K
Put Options Held
57.1K
View Full List

About VANGUARD GROWTH ETF

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