JWM

Jackson Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,907	Closed	-$2.01M	–	120
2021 Q2	$2.01M	Buy	8,907 +723	+9%	+$163K	0.25%	85
2021 Q1	$1.75M	Buy	+8,184	New	+$1.75M	0.26%	88