JWM
Jackson Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.7M | Buy |
61,006
+2,106
| +4% | +$1.2M | 3.77% | 7 |
|
|
2025
Q1 | $30.3M | Sell |
58,900
-72,502
| -55% | -$37.3M | 3.68% | 5 |
|
|
2024
Q4 | $70.8M | Buy |
131,402
+37,797
| +40% | +$20.4M | 8.03% | 2 |
|
|
2024
Q3 | $49.4M | Buy |
93,605
+14,897
| +19% | +$7.86M | 5.9% | 4 |
|
|
2024
Q2 | $39.4M | Sell |
78,708
-38,150
| -33% | -$19.1M | 8.44% | 2 |
|
|
2024
Q1 | $56.2M | Sell |
116,858
-3,515
| -3% | -$1.69M | 7.02% | 2 |
|
|
2023
Q4 | $52.6M | Buy |
120,373
+63,435
| +111% | +$27.7M | 6.92% | 2 |
|
|
2023
Q3 | $22.4M | Buy |
56,938
+2,088
| +4% | +$820K | 3.2% | 5 |
|
|
2023
Q2 | $22.3M | Buy |
+54,850
| New | +$22.3M | 3.28% | 7 |
|
|
2022
Q4 | – | Sell |
-58,721
| Closed | -$19.3M | – | 109 |
|
|
2022
Q3 | $19.3M | Buy |
58,721
+36,782
| +168% | +$12.1M | 3.8% | 7 |
|
|
2022
Q2 | $7.61M | Sell |
21,939
-27,656
| -56% | -$9.59M | 3.53% | 7 |
|
|
2022
Q1 | $20.6M | Sell |
49,595
-3,357
| -6% | -$1.39M | 2.86% | 10 |
|
|
2021
Q4 | $23.1M | Buy |
52,952
+23,610
| +80% | +$10.3M | 2.93% | 6 |
|
|
2021
Q3 | $117K | Sell |
29,342
-602
| -2% | -$2.4K | 1.42% | 17 |
|
|
2021
Q2 | $11.8M | Sell |
29,944
-24,589
| -45% | -$9.68M | 1.49% | 20 |
|
|
2021
Q1 | $19.9M | Sell |
54,533
-7,788
| -12% | -$2.84M | 2.98% | 7 |
|
|
2020
Q4 | $21.4M | Buy |
62,321
+39,621
| +175% | +$13.6M | 2.92% | 9 |
|
|
2020
Q3 | $6.98M | Buy |
22,700
+174
| +0.8% | +$53.5K | 1.05% | 21 |
|
|
2020
Q2 | $6.39M | Buy |
+22,526
| New | +$6.39M | 1.13% | 22 |
|