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 $1.29 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
2,080
Previous 2,093 0.62%
Holding current value
$1.29 Million
Previous $1.19 Million 7.15%
% of portfolio
0.43%
Previous 0.42%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,873
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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