Jackson Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Jackson Wealth Management, LLC

$639 Million
Q4 2024

A detailed history of Jackson Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 131,402 shares of VOO stock, worth $73.7 Million. This represents 11.08% of its overall portfolio holdings.

Number of Shares

131,402

Previous 93,605 40.38%

Holding current value

$73.7 Million

Previous $49.4 Million 43.34%

% of portfolio

11.08%

Previous 8.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $19.7 Million - $21.1 Million	37,797 Added 40.38%	131,402 $70.8 Million
Q3 2024 Oct 22, 2024	BUY	$475.2 - $527.7 $7.08 Million - $7.86 Million	14,897 Added 18.93%	93,605 $49.4 Million
Q2 2024 Jul 01, 2024	SELL	$455.1 - $504.28 $17.4 Million - $19.2 Million	-38,150 Reduced 32.65%	78,708 $39.4 Million
Q1 2024 Jun 11, 2024	SELL	$429.43 - $481.35 $1.51 Million - $1.69 Million	-3,515 Reduced 2.92%	116,858 $56.2 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $23.9 Million - $27.8 Million	63,435 Added 111.41%	120,373 $52.6 Million
Q3 2023 Nov 14, 2023	BUY	$392.7 - $420.68 $819,957 - $878,379	2,088 Added 3.81%	56,938 $22.4 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $20.4 Million - $22.3 Million	54,850 New	54,850 $22.3 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $12.1 Million - $14.5 Million	36,782 Added 167.66%	58,721 $19.3 Million
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $9.32 Million - $11.6 Million	-27,656 Reduced 55.76%	21,939 $7.61 Million
Q1 2022 May 05, 2022	SELL	$382.7 - $439.25 $1.28 Million - $1.47 Million	-3,357 Reduced 6.34%	49,595 $20.6 Million
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $9.31 Million - $10.4 Million	23,610 Added 80.46%	52,952 $23.1 Million
Q3 2021 Dec 10, 2021	SELL	$390.68 - $416.73 $235,189 - $250,871	-602 Reduced 2.01%	29,342 $117,000
Q2 2021 Aug 03, 2021	SELL	$368.16 - $394.32 $9.05 Million - $9.7 Million	-24,589 Reduced 45.09%	29,944 $11.8 Million
Q1 2021 Apr 12, 2021	SELL	$339.03 - $365.24 $2.64 Million - $2.84 Million	-7,788 Reduced 12.5%	54,533 $19.9 Million
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $11.9 Million - $13.6 Million	39,621 Added 174.54%	62,321 $21.4 Million
Q3 2020 Oct 13, 2020	BUY	$285.37 - $328.74 $49,654 - $57,200	174 Added 0.77%	22,700 $6.98 Million
Q2 2020 Jul 27, 2020	BUY	$226.15 - $297.17 $5.09 Million - $6.69 Million	22,526 New	22,526 $6.39 Million

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Jackson Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History