Juncture Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,158 shares of VIG stock, worth $393,079. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,158
Previous 2,286 5.6%
Holding current value
$393,079
Previous $416,000 5.53%
% of portfolio
0.15%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
N/A
-128 Reduced 5.6%
2,158 $393,000
Q4 2024

Jan 21, 2025
BUY
N/A
1,152 Added 101.59%
2,286 $416,000
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $206,558 - $206,558
1,134 New
1,134 $206,000

Others Institutions Holding VIG

# of Institutions
2,545
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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