Juncture Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 8,759 shares of VNQ stock, worth $731,464. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,759
Previous 7,704 13.69%
Holding current value
$731,464
Previous $680,000 11.32%
% of portfolio
0.33%
Previous 0.31%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
BUY
$82.58 - $89.12 $87,121 - $94,021
1,055 Added 13.69%
8,759 $757,000
Q4 2023

Jan 08, 2024
BUY
$71.05 - $89.54 $267,716 - $337,386
3,768 Added 95.73%
7,704 $680,000
Q3 2023

Oct 10, 2023
SELL
$75.44 - $86.89 $144,995 - $167,002
-1,922 Reduced 32.81%
3,936 $297,000
Q2 2023

Jul 11, 2023
BUY
$78.4 - $83.98 $27,204 - $29,141
347 Added 6.3%
5,858 $489,000
Q1 2023

May 05, 2023
BUY
$77.59 - $93.7 $53,925 - $65,121
695 Added 14.43%
5,511 $457,000
Q4 2022

Jan 18, 2023
BUY
$81.07 - $88.09 $44,669 - $48,537
551 Added 12.92%
4,816 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-35,413 Reduced 89.25%
4,265 $342,000
Q2 2022

Jul 14, 2022
BUY
N/A
34,370 Added 647.51%
39,678 $3.62 Million
Q1 2022

Jul 14, 2022
BUY
N/A
356 Added 7.19%
5,308 $575,000
Q4 2021

Jan 19, 2022
BUY
N/A
325 Added 7.02%
4,952 $574,000
Q3 2021

Oct 15, 2021
BUY
N/A
232 Added 5.28%
4,627 $471,000
Q2 2021

Aug 13, 2021
SELL
N/A
-1,367 Reduced 23.72%
4,395 $463,000
Q1 2021

Apr 15, 2021
SELL
N/A
-8,955 Reduced 60.85%
5,762 $533,000
Q4 2020

Jan 25, 2021
BUY
N/A
82 Added 0.56%
14,717 $1.25 Million
Q3 2020

Oct 15, 2020
BUY
N/A
959 Added 7.01%
14,635 $1.16 Million
Q2 2020

Jul 28, 2020
BUY
N/A
4,580 Added 50.35%
13,676 $1.07 Million
Q1 2020

Apr 21, 2020
BUY
N/A
483 Added 5.61%
9,096 $635,000
Q4 2019

Feb 03, 2020
SELL
N/A
-1,479 Reduced 14.66%
8,613 $799,000
Q3 2019

Oct 10, 2019
SELL
N/A
-13,098 Reduced 56.48%
10,092 $941,000
Q2 2019

Jul 16, 2019
BUY
N/A
6,727 Added 40.86%
23,190 $2.03 Million
Q1 2019

Apr 09, 2019
BUY
N/A
16,463 New
16,463 $1.43 Million

Others Institutions Holding VNQ

# of Institutions
1,752
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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