Jackson Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Jackson Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	+$9.23M	2.7%	9
2022 Q2	$5.7M	Sell	33,042 -54,885	-62%	-$10.3M	2.64%	9
2022 Q1	$18.3M	Buy	87,927 +248	+0.3%	+$50.9K	2.54%	11
2021 Q4	$19.4M	Buy	87,679 +212	+0.2%	+$45.5K	2.45%	10
2021 Q3	$84K	Sell	87,467 -846	-1%	-$175K	1.02%	28
2021 Q2	$17.7M	Buy	88,313 +920	+1%	+$180K	2.24%	12
2021 Q1	$16.2M	Sell	87,393 -585	-0.7%	-$106K	2.43%	10
2020 Q4	$15.5M	Sell	87,978 -2,577	-3%	-$428K	2.11%	11
2020 Q3	$14.2M	Sell	90,555 -6,272	-6%	-$967K	2.12%	11
2020 Q2	$13.8M	Buy	96,827 +43,867	+83%	+$5.93M	2.46%	10
2020 Q1	$7.16M	Buy	+52,960	New	+$7.44M	1.5%	14

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return