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

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

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 2,220 shares of VOO stock, worth $1.15 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

2,220

Previous 890 149.44%

Holding current value

$1.15 Million

Previous $469,000 155.01%

% of portfolio

0.45%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,542

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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