Juncture Wealth Strategies, LLC Vanguard Total World Stk Index Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 10, 2023
BUY
$92.79 - $100.59 $1,763 - $1,911
19 Added 0.48%
3,987 $371,000
Q2 2023

Jul 11, 2023
SELL
$91.33 - $98.06 $281,570 - $302,318
-3,083 Reduced 43.72%
3,968 $384,000
Q1 2023

May 05, 2023
SELL
$86.24 - $94.55 $55,193 - $60,512
-640 Reduced 8.32%
7,051 $649,000
Q4 2022

Jan 18, 2023
BUY
$78.67 - $91.07 $4,798 - $5,555
61 Added 0.8%
7,691 $0
Q3 2022

Oct 11, 2022
SELL
$78.88 - $94.48 $145,454 - $174,221
-1,844 Reduced 19.46%
7,630 $602,000
Q2 2022

Jul 14, 2022
SELL
$83.88 - $102.77 $110,553 - $135,450
-1,318 Reduced 12.21%
9,474 $809,000
Q1 2022

Jul 14, 2022
SELL
$93.8 - $108.09 $421,349 - $485,540
-4,492 Reduced 29.39%
10,792 $1.09 Million
Q4 2021

Jan 19, 2022
SELL
$101.45 - $109.23 $32,971 - $35,499
-325 Reduced 2.08%
15,284 $1.64 Million
Q3 2021

Oct 15, 2021
SELL
$101.52 - $107.65 $12,994 - $13,779
-128 Reduced 0.81%
15,609 $1.59 Million
Q2 2021

Aug 13, 2021
SELL
$98.57 - $104.51 $107,737 - $114,229
-1,093 Reduced 6.49%
15,737 $1.66 Million
Q1 2021

Apr 15, 2021
SELL
$92.05 - $98.71 $1.1 Million - $1.18 Million
-11,915 Reduced 41.45%
16,830 $1.63 Million
Q4 2020

Jan 25, 2021
SELL
$78.99 - $92.58 $528,206 - $619,082
-6,687 Reduced 18.87%
28,745 $2.66 Million
Q3 2020

Oct 15, 2020
SELL
$75.3 - $85.07 $18,749 - $21,182
-249 Reduced 0.7%
35,432 $2.86 Million
Q2 2020

Jul 28, 2020
SELL
$60.03 - $78.43 $455,147 - $594,656
-7,582 Reduced 17.53%
35,681 $2.67 Million
Q1 2020

Apr 21, 2020
SELL
$54.48 - $83.17 $74,855 - $114,275
-1,374 Reduced 3.08%
43,263 $2.72 Million
Q4 2019

Feb 03, 2020
SELL
$72.8 - $81.27 $279,843 - $312,401
-3,844 Reduced 7.93%
44,637 $3.62 Million
Q3 2019

Oct 10, 2019
SELL
$74.55 - $76.17 $1.94 Million - $1.98 Million
-25,987 Reduced 34.9%
48,481 $3.63 Million
Q2 2019

Jul 16, 2019
BUY
N/A
1,058 Added 1.44%
74,468 $5.6 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-51,116 Reduced 41.05%
73,410 $5.37 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-57,518 Reduced 31.6%
124,526 $8.15 Million
Q3 2018

Oct 03, 2018
SELL
N/A
-11,076 Reduced 5.74%
182,044 $13.8 Million
Q2 2018

Jul 13, 2018
BUY
N/A
5,419 Added 2.89%
193,120 $14.2 Million
Q1 2018

Apr 25, 2018
SELL
N/A
-3,652 Reduced 1.91%
187,701 $13.8 Million
Q4 2017

Jan 22, 2018
SELL
N/A
-3,086 Reduced 1.59%
191,353 $14.2 Million
Q3 2017

Oct 18, 2017
BUY
N/A
194,439
194,439 $13.8 Million

Others Institutions Holding VT

# of Institutions
1,025
Shares Held
87.4M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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