Juncture Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History

Juncture Wealth Strategies, LLC

  • $298 Million
  • Q3 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 1,324 shares of VIG stock, worth $241,166. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,458 9.19%
Holding current value
$241,166
Previous $265,000 9.06%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-134 Reduced 9.19%
1,324 $241,000
Q2 2025

Jul 08, 2025
SELL
N/A
-700 Reduced 32.44%
1,458 $265,000
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
2,653
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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