Juncture Wealth Strategies, LLC Vanguard Mid Cap ETF Transaction History
Juncture Wealth Strategies, LLC
- $281 Million
- Q2 2025
A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 974 shares of VO stock, worth $276,167. This represents 0.1% of its overall portfolio holdings.
Number of Shares
974
Previous 1,320
26.21%
Holding current value
$276,167
Previous $339,000
19.76%
% of portfolio
0.1%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,398Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.2 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio