Jackson Wealth Management, LLC Vanguard Growth ETF Transaction History

Jackson Wealth Management, LLC

  • $589 Million
  • Q3 2024

A detailed history of Jackson Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 21,898 shares of VUG stock, worth $9.12 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
21,898
Previous 23,018 4.87%
Holding current value
$9.12 Million
Previous $8.61 Million 2.34%
% of portfolio
1.43%
Previous 2.53%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$341.08 - $391.94 $382,009 - $438,972
-1,120 Reduced 4.87%
21,898 $8.41 Million
Q2 2024

Jul 01, 2024
SELL
$322.46 - $377.11 $128,339 - $150,089
-398 Reduced 1.7%
23,018 $8.61 Million
Q1 2024

Jun 11, 2024
SELL
$301.05 - $346.61 $1.76 Million - $2.03 Million
-5,861 Reduced 20.02%
23,416 $8.06 Million
Q4 2023

Feb 14, 2024
BUY
$261.54 - $312.16 $7.66 Million - $9.14 Million
29,277 New
29,277 $9.1 Million
Q2 2023

Aug 02, 2023
SELL
$243.06 - $282.96 $215,837 - $251,268
-888 Reduced 28.5%
2,228 $630,000
Q1 2023

May 12, 2023
BUY
$209.25 - $249.44 $652,023 - $777,255
3,116 New
3,116 $777,000
Q3 2022

Nov 14, 2022
BUY
$213.95 - $266.28 $476,680 - $593,271
2,228 New
2,228 $477,000
Q1 2022

May 05, 2022
SELL
$254.37 - $323.09 $2.48 Million - $3.15 Million
-9,748 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$287.0 - $325.67 $2.8 Million - $3.17 Million
9,748 New
9,748 $3.13 Million
Q3 2021

Dec 10, 2021
SELL
$286.49 - $308.98 $2.9 Million - $3.13 Million
-10,125 Closed
0 $0
Q2 2021

Aug 03, 2021
BUY
$257.69 - $287.23 $767,916 - $855,945
2,980 Added 41.71%
10,125 $2.9 Million
Q1 2021

Apr 12, 2021
SELL
$243.15 - $268.9 $2.39 Million - $2.64 Million
-9,820 Reduced 57.88%
7,145 $1.84 Million
Q4 2020

Feb 02, 2021
SELL
$220.77 - $253.46 $329,609 - $378,415
-1,493 Reduced 8.09%
16,965 $4.3 Million
Q3 2020

Oct 13, 2020
BUY
$204.41 - $245.48 $3.77 Million - $4.53 Million
18,458 New
18,458 $4.2 Million
Q1 2020

May 13, 2020
SELL
$137.53 - $201.6 $259,519 - $380,419
-1,887 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$161.84 - $183.14 $305,392 - $345,585
1,887 New
1,887 $360,000

Others Institutions Holding VUG

# of Institutions
2,375
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Jackson Wealth Management, LLC Portfolio

Follow Jackson Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jackson Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jackson Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email