Juncture Wealth Strategies, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Juncture Wealth Strategies, LLC

$298 Million
Q3 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,080 shares of VOO stock, worth $1.27 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

2,080

Previous 2,093 0.62%

Holding current value

$1.27 Million

Previous $1.19 Million 7.15%

% of portfolio

0.43%

Previous 0.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$567.77 - $614.76 $7,381 - $7,991	-13 Reduced 0.62%	2,080 $1.27 Million
Q2 2025 Jul 08, 2025	SELL	$456.74 - $568.03 $11,875 - $14,768	-26 Reduced 1.23%	2,093 $1.19 Million
Q1 2025 Apr 09, 2025	SELL	$507.05 - $563.67 $51,212 - $56,930	-101 Reduced 4.55%	2,119 $1.08 Million
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $694,047 - $743,230	1,330 Added 149.44%	2,220 $1.2 Million
Q3 2024 Oct 09, 2024	BUY	$475.2 - $527.7 $422,928 - $469,653	890 New	890 $469,000
Q4 2022 Jan 18, 2023	SELL	$327.64 - $374.54 $659,211 - $753,574	-2,012 Reduced 28.5%	5,047 $0
Q3 2022 Oct 11, 2022	BUY	$328.3 - $395.04 $1.45 Million - $1.75 Million	4,426 Added 168.1%	7,059 $2.32 Million
Q2 2022 Jul 14, 2022	BUY	$337.07 - $419.85 $887,505 - $1.11 Million	2,633 New	2,633 $913,000
Q1 2022 Jul 14, 2022	SELL	$382.7 - $439.25 $437,426 - $502,062	-1,143 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$394.21 - $439.01 $101,706 - $113,264	258 Added 29.15%	1,143 $499,000
Q3 2021 Oct 15, 2021	BUY	$390.68 - $416.73 $345,751 - $368,806	885 New	885 $349,000

Others Institutions Holding VOO

# of Institutions

3,749

Shares Held

510M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Juncture Wealth Strategies, LLC Vanguard Index Fds S&P 500 ETF Transaction History