Juncture Wealth Strategies, LLC Vanguard Mid Cap ETF Transaction History
Juncture Wealth Strategies, LLC
- $254 Million
- Q1 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 1,320 shares of VO stock, worth $334,052. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,320
Previous 1,371
3.72%
Holding current value
$334,052
Previous $362,000
6.35%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,331Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio