JWM
Jackson Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
3,390
-15,581
| -82% | -$6.83M | 0.16% | 78 |
|
|
2025
Q1 | $7.04M | Sell |
18,971
-9,323
| -33% | -$3.46M | 0.85% | 31 |
|
|
2024
Q4 | $11.6M | Buy |
28,294
+6,396
| +29% | +$2.63M | 1.32% | 17 |
|
|
2024
Q3 | $8.41M | Sell |
21,898
-1,120
| -5% | -$430K | 1% | 23 |
|
|
2024
Q2 | $8.61M | Sell |
23,018
-398
| -2% | -$149K | 1.85% | 10 |
|
|
2024
Q1 | $8.06M | Sell |
23,416
-5,861
| -20% | -$2.02M | 1.01% | 20 |
|
|
2023
Q4 | $9.1M | Buy |
+29,277
| New | +$9.1M | 1.2% | 18 |
|
|
2023
Q3 | – | Sell |
-2,228
| Closed | -$630K | – | 159 |
|
|
2023
Q2 | $630K | Sell |
2,228
-888
| -28% | -$251K | 0.09% | 87 |
|
|
2023
Q1 | $777K | Buy |
+3,116
| New | +$777K | 0.58% | 58 |
|
|
2022
Q4 | – | Sell |
-2,228
| Closed | -$477K | – | 114 |
|
|
2022
Q3 | $477K | Buy |
+2,228
| New | +$477K | 0.09% | 83 |
|
|
2022
Q1 | – | Sell |
-9,748
| Closed | -$3.13M | – | 132 |
|
|
2021
Q4 | $3.13M | Buy |
+9,748
| New | +$3.13M | 0.4% | 72 |
|
|
2021
Q3 | – | Sell |
-10,125
| Closed | -$2.9M | – | 124 |
|
|
2021
Q2 | $2.9M | Buy |
10,125
+2,980
| +42% | +$855K | 0.37% | 70 |
|
|
2021
Q1 | $1.84M | Sell |
7,145
-9,820
| -58% | -$2.52M | 0.28% | 85 |
|
|
2020
Q4 | $4.3M | Sell |
16,965
-1,493
| -8% | -$378K | 0.59% | 47 |
|
|
2020
Q3 | $4.2M | Buy |
+18,458
| New | +$4.2M | 0.63% | 42 |
|
|
2020
Q1 | – | Sell |
-1,887
| Closed | -$360K | – | 170 |
|
|
2019
Q4 | $360K | Buy |
+1,887
| New | +$360K | 0.06% | 139 |
|
|
2016
Q1 | – | Sell |
-77,147
| Closed | -$7.78M | – | 71 |
|
|
2015
Q4 | $7.78M | Buy |
77,147
+11,032
| +17% | +$1.11M | 3.08% | 6 |
|
|
2015
Q3 | $6.63M | Sell |
66,115
-4,369
| -6% | -$438K | 2.38% | 6 |
|
|
2015
Q2 | $7.51M | Buy |
70,484
+6,271
| +10% | +$668K | 2.54% | 6 |
|
|
2015
Q1 | $6.72M | Buy |
+64,213
| New | +$6.72M | 2.16% | 8 |
|