Juncture Wealth Strategies, LLC Vanguard Bd Index Fd Inc Short Transaction History

Juncture Wealth Strategies, LLC

$267 Million
Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 19,115 shares of BSV stock, worth $1.48 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

19,115

Previous 20,955 8.78%

Holding current value

$1.48 Million

Previous $1.65 Million 10.38%

% of portfolio

0.55%

Previous 0.64%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$77.02 - $78.58 $141,716 - $144,587	-1,840 Reduced 8.78%	19,115 $1.48 Million
Q3 2024 Oct 09, 2024	SELL	$76.38 - $78.87 $256,178 - $264,529	-3,354 Reduced 13.8%	20,955 $1.65 Million
Q2 2024 Jul 11, 2024	SELL	$75.81 - $76.76 $234,025 - $236,958	-3,087 Reduced 11.27%	24,309 $1.86 Million
Q1 2024 Apr 05, 2024	SELL	$76.34 - $77.25 $368,340 - $372,731	-4,825 Reduced 14.97%	27,396 $2.1 Million
Q4 2023 Jan 08, 2024	BUY	$74.64 - $77.03 $296,246 - $305,732	3,969 Added 14.05%	32,221 $2.48 Million
Q3 2023 Oct 10, 2023	SELL	$74.97 - $75.93 $15,968 - $16,173	-213 Reduced 0.75%	28,252 $2.12 Million
Q2 2023 Jul 11, 2023	SELL	$75.52 - $76.97 $400,407 - $408,094	-5,302 Reduced 15.7%	28,465 $2.15 Million
Q1 2023 May 05, 2023	SELL	$74.67 - $76.76 $456,084 - $468,850	-6,108 Reduced 15.32%	33,767 $2.58 Million
Q4 2022 Jan 18, 2023	SELL	$74.07 - $75.87 $1.05 Million - $1.07 Million	-14,111 Reduced 26.14%	39,875 $0
Q3 2022 Oct 11, 2022	SELL	$74.52 - $77.47 $851,540 - $885,249	-11,427 Reduced 17.47%	53,986 $4.04 Million
Q2 2022 Jul 14, 2022	SELL	$75.68 - $77.74 $2.26 Million - $2.32 Million	-29,905 Reduced 31.37%	65,413 $5.02 Million
Q1 2022 Jul 14, 2022	BUY	$77.66 - $80.73 $2.4 Million - $2.49 Million	30,872 Added 47.9%	95,318 $7.43 Million
Q4 2021 Jan 19, 2022	BUY	$80.78 - $81.98 $511,660 - $519,261	6,334 Added 10.9%	64,446 $5.21 Million
Q3 2021 Oct 15, 2021	BUY	$81.9 - $82.4 $400,572 - $403,018	4,891 Added 9.19%	58,112 $4.76 Million
Q2 2021 Aug 13, 2021	SELL	$82.08 - $82.43 $29,959 - $30,086	-365 Reduced 0.68%	53,221 $4.37 Million
Q1 2021 Apr 15, 2021	BUY	$82.08 - $82.89 $510,455 - $515,492	6,219 Added 13.13%	53,586 $4.41 Million
Q4 2020 Jan 25, 2021	BUY	$82.67 - $82.96 $393,674 - $395,055	4,762 Added 11.18%	47,367 $3.93 Million
Q3 2020 Oct 15, 2020	BUY	$82.96 - $83.3 $628,007 - $630,581	7,570 Added 21.61%	42,605 $3.54 Million
Q2 2020 Jul 28, 2020	BUY	$81.78 - $83.12 $140,170 - $142,467	1,714 Added 5.14%	35,035 $2.91 Million
Q1 2020 Apr 21, 2020	BUY	$78.67 - $82.51 $139,717 - $146,537	1,776 Added 5.63%	33,321 $2.74 Million
Q4 2019 Feb 03, 2020	BUY	$80.41 - $81.14 $382,269 - $385,739	4,754 Added 17.74%	31,545 $2.54 Million
Q3 2019 Oct 10, 2019	BUY	$80.39 - $80.84 $373,491 - $375,582	4,646 Added 20.98%	26,791 $2.16 Million
Q2 2019 Jul 16, 2019	BUY	N/A	8,068 Added 57.31%	22,145 $1.78 Million
Q1 2019 Apr 09, 2019	BUY	N/A	407 Added 2.98%	14,077 $1.12 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-2,789 Reduced 16.95%	13,670 $1.07 Million
Q3 2018 Oct 03, 2018	BUY	N/A	949 Added 6.12%	16,459 $1.28 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-481 Reduced 3.01%	15,510 $1.21 Million
Q1 2018 Apr 25, 2018	BUY	N/A	3,098 Added 24.03%	15,991 $1.25 Million
Q4 2017 Jan 22, 2018	BUY	N/A	1,590 Added 14.07%	12,893 $1.02 Million
Q3 2017 Oct 18, 2017	BUY	N/A	11,303	11,303 $902,000

Others Institutions Holding BSV

# of Institutions

1,257

Shares Held

375M

Call Options Held

Put Options Held

96.7K

View Full List

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
Sector ETFs
Industry ETFs

More about BSV

Track This Portfolio

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.

Account

Juncture Wealth Strategies, LLC Vanguard Bd Index Fd Inc Short Transaction History