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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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