Juncture Wealth Strategies, LLC Vanguard Large Cap ETF Transaction History

Juncture Wealth Strategies, LLC

$254 Million
Q1 2025

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 235,555 shares of VV stock, worth $64 Million. This represents 23.69% of its overall portfolio holdings.

Number of Shares

235,555

Previous 256,421 8.14%

Holding current value

$64 Million

Previous $69.2 Million 12.98%

% of portfolio

23.69%

Previous 25.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$253.32 - $282.66 $5.29 Million - $5.9 Million	-20,866 Reduced 8.14%	235,555 $60.2 Million
Q4 2024 Jan 21, 2025	SELL	$260.27 - $280.65 $807,097 - $870,295	-3,101 Reduced 1.19%	256,421 $69.2 Million
Q3 2024 Oct 09, 2024	BUY	$236.92 - $263.4 $803,395 - $893,189	3,391 Added 1.32%	259,522 $68.3 Million
Q2 2024 Jul 11, 2024	BUY	$227.27 - $251.65 $1.68 Million - $1.87 Million	7,412 Added 2.98%	256,131 $63.9 Million
Q1 2024 Apr 05, 2024	BUY	$214.62 - $240.49 $12.4 Million - $13.9 Million	57,853 Added 30.31%	248,719 $59.6 Million
Q4 2023 Jan 08, 2024	BUY	$188.0 - $219.17 $14.1 Million - $16.4 Million	74,763 Added 64.39%	190,866 $41.6 Million
Q3 2023 Oct 10, 2023	BUY	$195.09 - $209.59 $988,716 - $1.06 Million	5,068 Added 4.56%	116,103 $22.7 Million
Q2 2023 Jul 11, 2023	SELL	$184.38 - $202.72 $491,557 - $540,451	-2,666 Reduced 2.34%	111,035 $22.5 Million
Q1 2023 May 05, 2023	BUY	$172.79 - $190.36 $19.6 Million - $21.6 Million	113,701 New	113,701 $21.2 Million

Others Institutions Holding VV

# of Institutions

1,308

Shares Held

103M

Call Options Held

35.8K

Put Options Held

22.1K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Juncture Wealth Strategies, LLC Vanguard Large Cap ETF Transaction History