Jackson Wealth Management, LLC VOO Holdings History
Jackson Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Jackson Wealth Management, LLC held 58,900.00 shares of Vanguard S&P 500 ETF(VOO), totaling $30.27 Mil. This investment constitutes 5.12% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2020Q2. And since then Jackson Wealth Management, LLC has made 10 purchases of VOO, at an average price of $400.01, for a total of 295,780.00 shares. In addition, there have been 9 sales at an average price of $438.95 for 236,880.00 shares. Based on historical transaction data and VOO's current price of $576.92, Jackson Wealth Management, LLC's estimated gain on his VOO holdings is $19.65 Mil, reflecting a 16.60% gain to date.
Jackson Wealth Management, LLC VOO ($576.92) Holding Chart
Jackson Wealth Management, LLC VOO ($576.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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