Jackson Wealth Management, LLC VANGUARD INDEX TR VALU INDEX ADM Transaction History

Jackson Wealth Management, LLC

  • $572 Million
  • Q1 2025
Number of Shares
5,820
Previous 4,705 23.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
N/A
1,115 Added 23.7%
5,820 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-471 Reduced 9.1%
4,705 $0
Q3 2024

Oct 22, 2024
BUY
N/A
5,176 New
5,176 $0
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