JWM
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Jackson Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Jackson Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,250
Closed -$208K – 150
2020
Q4 		$208K Buy
+2,250
New +$208K 0.03% 127
2020
Q2 		– Sell
-193,431
Closed -$13.5M – 133
2020
Q1 		$13.5M Buy
+193,431
New +$13.5M 2.83% 8