Juncture Wealth Strategies, LLC Vanguard Mid Cap Growth Index Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 18,165 shares of VOT stock, worth $4.26 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

18,165

Previous 17,922 1.36%

Holding current value

$4.26 Million

Previous $4.55 Million 2.49%

% of portfolio

1.75%

Previous 1.7%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 09, 2025	BUY	$237.72 - $276.98 $57,765 - $67,306	243 Added 1.36%	18,165 $4.43 Million
Q4 2024 Jan 21, 2025	BUY	$241.48 - $274.89 $140,299 - $159,711	581 Added 3.35%	17,922 $4.55 Million
Q3 2024 Oct 09, 2024	BUY	$218.05 - $243.47 $269,945 - $301,415	1,238 Added 7.69%	17,341 $4.22 Million
Q2 2024 Jul 11, 2024	BUY	$218.75 - $234.97 $439,468 - $472,054	2,009 Added 14.25%	16,103 $3.7 Million
Q1 2024 Apr 05, 2024	BUY	$212.21 - $235.79 $958,764 - $1.07 Million	4,518 Added 47.18%	14,094 $3.32 Million
Q4 2023 Jan 08, 2024	BUY	$180.9 - $221.2 $51,556 - $63,042	285 Added 3.07%	9,576 $2.1 Million
Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $853,225 - $952,416	4,452 Added 92.0%	9,291 $1.81 Million
Q2 2023 Jul 11, 2023	BUY	$186.22 - $205.77 $21,601 - $23,869	116 Added 2.46%	4,839 $995,000
Q1 2023 May 05, 2023	SELL	$177.43 - $203.61 $219,658 - $252,069	-1,238 Reduced 20.77%	4,723 $920,000
Q4 2022 Jan 18, 2023	SELL	$165.84 - $193.83 $155,226 - $181,424	-936 Reduced 13.57%	5,961 $0
Q3 2022 Oct 11, 2022	SELL	$170.12 - $208.72 $261,814 - $321,220	-1,539 Reduced 18.24%	6,897 $1.18 Million
Q2 2022 Jul 14, 2022	BUY	$167.96 - $227.2 $627,666 - $849,046	3,737 Added 79.53%	8,436 $1.48 Million
Q1 2022 Jul 14, 2022	SELL	$199.76 - $251.37 $108,869 - $136,996	-545 Reduced 10.39%	4,699 $1.05 Million
Q4 2021 Jan 19, 2022	SELL	$234.3 - $265.79 $50,608 - $57,410	-216 Reduced 3.96%	5,244 $1.34 Million
Q3 2021 Oct 15, 2021	SELL	$230.42 - $251.05 $64,978 - $70,796	-282 Reduced 4.91%	5,460 $1.29 Million
Q2 2021 Aug 13, 2021	SELL	$210.91 - $237.31 $1.27 Million - $1.43 Million	-6,013 Reduced 51.15%	5,742 $1.39 Million
Q1 2021 Apr 15, 2021	SELL	$204.75 - $230.34 $2.71 Million - $3.05 Million	-13,240 Reduced 52.97%	11,755 $2.49 Million
Q4 2020 Jan 25, 2021	SELL	$178.76 - $215.29 $702,526 - $846,089	-3,930 Reduced 13.59%	24,995 $5.3 Million
Q3 2020 Oct 15, 2020	SELL	$166.29 - $188.98 $132,699 - $150,806	-798 Reduced 2.68%	28,925 $5.21 Million
Q2 2020 Jul 28, 2020	SELL	$120.77 - $169.89 $219,801 - $309,199	-1,820 Reduced 5.77%	29,723 $4.91 Million
Q1 2020 Apr 21, 2020	BUY	$108.51 - $170.49 $2.37 Million - $3.73 Million	21,852 Added 225.49%	31,543 $4 Million
Q4 2019 Feb 03, 2020	SELL	$144.1 - $159.03 $5,043 - $5,566	-35 Reduced 0.36%	9,691 $1.54 Million
Q3 2019 Oct 10, 2019	BUY	$147.12 - $150.91 $923,472 - $947,262	6,277 Added 181.99%	9,726 $1.44 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-757 Reduced 18.0%	3,449 $515,000
Q1 2019 Apr 09, 2019	SELL	N/A	-6,576 Reduced 60.99%	4,206 $600,000
Q4 2018 Jan 17, 2019	SELL	N/A	-7,503 Reduced 41.03%	10,782 $1.29 Million
Q3 2018 Oct 03, 2018	SELL	N/A	-1,217 Reduced 6.24%	18,285 $2.61 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-2,226 Reduced 10.24%	19,502 $2.62 Million
Q1 2018 Apr 25, 2018	SELL	N/A	-3,346 Reduced 13.34%	21,728 $2.82 Million
Q4 2017 Jan 22, 2018	SELL	N/A	-11,077 Reduced 30.64%	25,074 $3.2 Million
Q3 2017 Oct 18, 2017	BUY	N/A	36,151	36,151 $4.4 Million

Others Institutions Holding VOT

# of Institutions

1,064

Shares Held

42.2M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Juncture Wealth Strategies, LLC Vanguard Mid Cap Growth Index Transaction History