Vanguard Personalized Indexing Management’s Jackson Financial JXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$944K Sell
10,633
-65
-0.6% -$5.77K 0.01% 892
2025
Q1
$896K Buy
10,698
+1,612
+18% +$135K 0.01% 843
2024
Q4
$791K Buy
9,086
+113
+1% +$9.84K 0.01% 887
2024
Q3
$819K Buy
8,973
+1,230
+16% +$112K 0.01% 864
2024
Q2
$569K Buy
7,743
+588
+8% +$43.2K 0.01% 972
2024
Q1
$473K Buy
7,155
+980
+16% +$64.8K 0.01% 1055
2023
Q4
$316K Buy
+6,175
New +$316K 0.01% 1200