Juncture Wealth Strategies, LLC Vanguard Small Cap Growth ETF Transaction History

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 13,155 shares of VBK stock, worth $3.69 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
13,155
Previous 12,204 7.79%
Holding current value
$3.69 Million
Previous $3.05 Million 15.24%
% of portfolio
1.36%
Previous 1.28%

Shares

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

Oct 09, 2024
BUY
$240.48 - $267.94 $228,696 - $254,810
951 Added 7.79%
13,155 $3.52 Million
Q2 2024

Jul 11, 2024
BUY
$237.63 - $258.31 $345,989 - $376,099
1,456 Added 13.55%
12,204 $3.05 Million
Q1 2024

Apr 05, 2024
BUY
$231.0 - $260.72 $974,589 - $1.1 Million
4,219 Added 64.62%
10,748 $2.8 Million
Q4 2023

Jan 08, 2024
BUY
$196.36 - $245.46 $128,026 - $160,039
652 Added 11.09%
6,529 $1.58 Million
Q3 2023

Oct 10, 2023
BUY
$210.59 - $239.48 $1.24 Million - $1.41 Million
5,877 New
5,877 $1.26 Million

Others Institutions Holding VBK

# of Institutions
1,115
Shares Held
42.3M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, 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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email