Juncture Wealth Strategies, LLC Vanguard Large Cap ETF Transaction History
Juncture Wealth Strategies, LLC
- $232 Million
- Q1 2024
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 248,719 shares of VV stock, worth $60.5 Million. This represents 25.66% of its overall portfolio holdings.
Number of Shares
248,719
Previous 190,866
30.31%
Holding current value
$60.5 Million
Previous $41.6 Million
43.22%
% of portfolio
25.66%
Previous 19.0%
Shares
5 transactions
Others Institutions Holding VV
# of Institutions
1,097Shares Held
98.9MCall Options Held
30.3KPut Options Held
278K-
Jones Financial Companies Lllp16.8MShares$4.09 Billion5.49% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.12 Billion3.41% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.59 Billion16.58% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.19MShares$776 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.18MShares$772 Million0.07% of portfolio