Juncture Wealth Strategies, LLC Vanguard Large Cap ETF Transaction History

Juncture Wealth Strategies, LLC

  • $281 Million
  • Q2 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 238,093 shares of VV stock, worth $69.1 Million. This represents 24.21% of its overall portfolio holdings.

Number of Shares
238,093
Previous 235,555 1.08%
Holding current value
$69.1 Million
Previous $60.2 Million 12.88%
% of portfolio
24.21%
Previous 23.69%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$228.25 - $285.3 $579,298 - $724,091
2,538 Added 1.08%
238,093 $67.9 Million
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
1,326
Shares Held
103M
Call Options Held
35.8K
Put Options Held
22.1K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email