Juncture Wealth Strategies, LLC Vaneck Short Muni ETF Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 30,812 shares of SMB stock, worth $529,042. This represents 0.2% of its overall portfolio holdings.

Number of Shares

30,812

Previous 44,291 30.43%

Holding current value

$529,042

Previous $765,000 31.24%

% of portfolio

0.2%

Previous 0.3%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$17.07 - $17.26 $230,086 - $232,647	-13,479 Reduced 30.43%	30,812 $526,000
Q3 2024 Oct 09, 2024	SELL	$16.96 - $17.29 $171,414 - $174,750	-10,107 Reduced 18.58%	44,291 $765,000
Q2 2024 Jul 11, 2024	SELL	$16.87 - $17.03 $56,008 - $56,539	-3,320 Reduced 5.75%	54,398 $924,000
Q1 2024 Apr 05, 2024	BUY	$17.0 - $17.11 $15,130 - $15,227	890 Added 1.57%	57,718 $982,000
Q4 2023 Jan 08, 2024	BUY	$16.61 - $17.14 $59,712 - $61,618	3,595 Added 6.75%	56,828 $971,000
Q3 2023 Oct 10, 2023	BUY	$16.65 - $16.89 $21,728 - $22,041	1,305 Added 2.51%	53,233 $888,000
Q2 2023 Jul 11, 2023	BUY	$16.71 - $17.06 $368,121 - $375,831	22,030 Added 73.68%	51,928 $874,000
Q1 2023 May 05, 2023	SELL	$16.7 - $17.09 $2,204 - $2,255	-132 Reduced 0.44%	29,898 $508,000
Q4 2022 Jan 18, 2023	SELL	$16.49 - $16.94 $137,740 - $141,499	-8,353 Reduced 21.76%	30,030 $0
Q3 2022 Oct 11, 2022	SELL	$16.54 - $17.18 $177,755 - $184,633	-10,747 Reduced 21.87%	38,383 $638,000
Q2 2022 Jul 14, 2022	BUY	$16.77 - $17.11 $265,033 - $270,406	15,804 Added 47.42%	49,130 $840,000
Q1 2022 Jul 14, 2022	BUY	$17.07 - $17.88 $25,383 - $26,587	1,487 Added 4.67%	33,326 $570,000
Q4 2021 Jan 19, 2022	BUY	$17.88 - $17.98 $145,060 - $145,871	8,113 Added 34.19%	31,839 $570,000
Q3 2021 Oct 15, 2021	BUY	$18.0 - $18.11 $14,724 - $14,813	818 Added 3.57%	23,726 $427,000
Q2 2021 Aug 13, 2021	BUY	$18.0 - $18.11 $89,334 - $89,879	4,963 Added 27.66%	22,908 $414,000
Q1 2021 Apr 15, 2021	BUY	$17.96 - $18.19 $82,687 - $83,746	4,604 Added 34.51%	17,945 $324,000
Q4 2020 Jan 25, 2021	BUY	$17.98 - $18.16 $50,236 - $50,739	2,794 Added 26.49%	13,341 $242,000
Q3 2020 Oct 15, 2020	BUY	$17.83 - $18.11 $188,053 - $191,006	10,547 New	10,547 $190,000
Q1 2019 Apr 09, 2019	SELL	N/A	-14,165 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	N/A	-3,062 Reduced 17.77%	14,165 $245,000
Q3 2018 Oct 03, 2018	BUY	N/A	1,227 Added 7.67%	17,227 $296,000
Q2 2018 Jul 13, 2018	BUY	N/A	1,952 Added 13.9%	16,000 $276,000
Q1 2018 Apr 25, 2018	BUY	N/A	1,745 Added 14.18%	14,048 $242,000
Q4 2017 Jan 22, 2018	BUY	N/A	12,303	12,303 $212,000

Others Institutions Holding SMB

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About VANECK SHORT MUNI ETF

Ticker SMB
Sector ETFs
Industry ETFs

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Juncture Wealth Strategies, LLC Vaneck Short Muni ETF Transaction History