Jackson Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$37.3M Sell
2025
Q2
$34.7M Buy
2025
Q1
$30.3M Sell
2024
Q4
$70.8M Buy
2024
Q3
$49.4M Buy
2024
Q2
$39.4M Sell
2024
Q1
$56.2M Sell
2023
Q4
$52.6M Buy
2023
Q3
$22.4M Buy
2023
Q2
$22.3M Buy
2022
Q4
Sell
2022
Q3
$19.3M Buy
2022
Q2
$7.61M Sell
2022
Q1
$20.6M Sell
2021
Q4
$23.1M Buy
2021
Q3
$117K Sell
2021
Q2
$11.8M Sell
2021
Q1
$19.9M Sell
2020
Q4
$21.4M Buy
2020
Q3
$6.98M Buy
2020
Q2
$6.38M Buy