JWM
Jackson Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-83,797
| Closed | -$13.7M | – | 115 |
|
|
2022
Q3 | $13.7M | Buy |
83,797
+50,755
| +154% | +$8.3M | 2.7% | 9 |
|
|
2022
Q2 | $5.7M | Sell |
33,042
-54,885
| -62% | -$9.46M | 2.64% | 9 |
|
|
2022
Q1 | $18.3M | Buy |
87,927
+248
| +0.3% | +$51.7K | 2.54% | 11 |
|
|
2021
Q4 | $19.4M | Buy |
87,679
+212
| +0.2% | +$46.9K | 2.45% | 10 |
|
|
2021
Q3 | $84K | Sell |
87,467
-846
| -1% | -$812 | 1.02% | 28 |
|
|
2021
Q2 | $17.7M | Buy |
88,313
+920
| +1% | +$185K | 2.24% | 12 |
|
|
2021
Q1 | $16.2M | Sell |
87,393
-585
| -0.7% | -$108K | 2.43% | 10 |
|
|
2020
Q4 | $15.5M | Sell |
87,978
-2,577
| -3% | -$453K | 2.11% | 11 |
|
|
2020
Q3 | $14.2M | Sell |
90,555
-6,272
| -6% | -$981K | 2.12% | 11 |
|
|
2020
Q2 | $13.8M | Buy |
96,827
+43,867
| +83% | +$6.27M | 2.46% | 10 |
|
|
2020
Q1 | $7.16M | Buy |
+52,960
| New | +$7.16M | 1.5% | 14 |
|