Juncture Wealth Strategies, LLC Vanguard Small Cap Growth ETF Transaction History
Juncture Wealth Strategies, LLC
- $298 Million
- Q3 2025
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 8,163 shares of VBK stock, worth $2.5 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
8,163
Previous 11,214
27.21%
Holding current value
$2.5 Million
Previous $3.11 Million
21.77%
% of portfolio
0.82%
Previous 1.11%
Shares
9 transactions
Others Institutions Holding VBK
# of Institutions
1,248Shares Held
44.6MCall Options Held
63.2KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC9.95MShares$3.05 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.88MShares$577 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$517 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$472 Million1.03% of portfolio
-
Sei Investments CO Oaks, PA939KShares$288 Million0.31% of portfolio