Jackson Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$163.56 - $196.95 $8.3 Million - $10 Million	50,755 Added 153.61%	83,797 $13.7 Million
Q2 2022 Aug 01, 2022	SELL	$167.29 - $210.78 $9.18 Million - $11.6 Million	-54,885 Reduced 62.42%	33,042 $5.7 Million
Q1 2022 May 05, 2022	BUY	$191.25 - $221.63 $47,430 - $54,964	248 Added 0.28%	87,927 $18.3 Million
Q4 2021 Feb 09, 2022	BUY	$200.26 - $221.75 $42,455 - $47,011	212 Added 0.24%	87,679 $19.4 Million
Q3 2021 Dec 10, 2021	SELL	$199.12 - $212.29 $168,455 - $179,597	-846 Reduced 0.96%	87,467 $84,000
Q2 2021 Aug 03, 2021	BUY	$187.36 - $200.75 $172,371 - $184,690	920 Added 1.05%	88,313 $17.7 Million
Q1 2021 Apr 12, 2021	SELL	$173.39 - $186.2 $101,433 - $108,927	-585 Reduced 0.66%	87,393 $16.2 Million
Q4 2020 Feb 02, 2021	SELL	$152.54 - $175.74 $393,095 - $452,881	-2,577 Reduced 2.85%	87,978 $15.5 Million
Q3 2020 Oct 13, 2020	SELL	$144.11 - $166.66 $903,857 - $1.05 Million	-6,272 Reduced 6.48%	90,555 $14.2 Million
Q2 2020 Jul 27, 2020	BUY	$113.24 - $149.5 $4.97 Million - $6.56 Million	43,867 Added 82.83%	96,827 $13.8 Million
Q1 2020 May 13, 2020	BUY	$102.61 - $156.13 $5.43 Million - $8.27 Million	52,960 New	52,960 $7.16 Million

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.82 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.56 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$947 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$862 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
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