Juncture Wealth Strategies, LLC Vaneck Short Muni ETF Transaction History

Juncture Wealth Strategies, LLC

  • $239 Million
  • Q2 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 54,398 shares of SMB stock, worth $938,909. This represents 0.39% of its overall portfolio holdings.

Number of Shares
54,398
Previous 57,718 5.75%
Holding current value
$938,909
Previous $982,000 5.91%
% of portfolio
0.39%
Previous 0.42%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024
SELL
$16.87 - $17.03 $56,008 - $56,539
-3,320 Reduced 5.75%
54,398 $924,000
Q1 2024

Apr 05, 2024
BUY
$17.0 - $17.11 $15,130 - $15,227
890 Added 1.57%
57,718 $982,000
Q4 2023

Jan 08, 2024
BUY
$16.61 - $17.14 $59,712 - $61,618
3,595 Added 6.75%
56,828 $971,000
Q3 2023

Oct 10, 2023
BUY
$16.65 - $16.89 $21,728 - $22,041
1,305 Added 2.51%
53,233 $888,000
Q2 2023

Jul 11, 2023
BUY
$16.71 - $17.06 $368,121 - $375,831
22,030 Added 73.68%
51,928 $874,000
Q1 2023

May 05, 2023
SELL
$16.7 - $17.09 $2,204 - $2,255
-132 Reduced 0.44%
29,898 $508,000
Q4 2022

Jan 18, 2023
SELL
$16.49 - $16.94 $137,740 - $141,499
-8,353 Reduced 21.76%
30,030 $0
Q3 2022

Oct 11, 2022
SELL
$16.54 - $17.18 $177,755 - $184,633
-10,747 Reduced 21.87%
38,383 $638,000
Q2 2022

Jul 14, 2022
BUY
$16.77 - $17.11 $265,033 - $270,406
15,804 Added 47.42%
49,130 $840,000
Q1 2022

Jul 14, 2022
BUY
$17.07 - $17.88 $25,383 - $26,587
1,487 Added 4.67%
33,326 $570,000
Q4 2021

Jan 19, 2022
BUY
$17.88 - $17.98 $145,060 - $145,871
8,113 Added 34.19%
31,839 $570,000
Q3 2021

Oct 15, 2021
BUY
$18.0 - $18.11 $14,724 - $14,813
818 Added 3.57%
23,726 $427,000
Q2 2021

Aug 13, 2021
BUY
$18.0 - $18.11 $89,334 - $89,879
4,963 Added 27.66%
22,908 $414,000
Q1 2021

Apr 15, 2021
BUY
$17.96 - $18.19 $82,687 - $83,746
4,604 Added 34.51%
17,945 $324,000
Q4 2020

Jan 25, 2021
BUY
$17.98 - $18.16 $50,236 - $50,739
2,794 Added 26.49%
13,341 $242,000
Q3 2020

Oct 15, 2020
BUY
$17.83 - $18.11 $188,053 - $191,006
10,547 New
10,547 $190,000
Q1 2019

Apr 09, 2019
SELL
N/A
-14,165 Closed
0 $0
Q4 2018

Jan 17, 2019
SELL
N/A
-3,062 Reduced 17.77%
14,165 $245,000
Q3 2018

Oct 03, 2018
BUY
N/A
1,227 Added 7.67%
17,227 $296,000
Q2 2018

Jul 13, 2018
BUY
N/A
1,952 Added 13.9%
16,000 $276,000
Q1 2018

Apr 25, 2018
BUY
N/A
1,745 Added 14.18%
14,048 $242,000
Q4 2017

Jan 22, 2018
BUY
N/A
12,303
12,303 $212,000

Others Institutions Holding SMB

# of Institutions
92
Shares Held
11.1M
Call Options Held
0
Put Options Held
0
View Full List

About VANECK SHORT MUNI ETF

SMB Quotes by TradingView
  • Ticker SMB
  • Sector ETFs
  • Industry ETFs
More about SMB
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