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

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 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 11,214 shares of VBK stock, worth $3.13 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
11,214
Previous 13,969 19.72%
Holding current value
$3.13 Million
Previous $3.53 Million 12.11%
% of portfolio
1.11%
Previous 1.39%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$219.76 - $276.94 $605,438 - $762,969
-2,755 Reduced 19.72%
11,214 $3.11 Million
Q1 2025

Apr 09, 2025
BUY
$247.97 - $296.33 $71,167 - $85,046
287 Added 2.1%
13,969 $3.53 Million
Q4 2024

Jan 21, 2025
BUY
$264.18 - $304.19 $139,222 - $160,308
527 Added 4.01%
13,682 $3.83 Million
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
1,231
Shares Held
44.8M
Call Options Held
51K
Put Options Held
33K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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