Juncture Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History
Juncture Wealth Strategies, LLC
- $267 Million
- Q4 2024
A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,286 shares of VIG stock, worth $416,394. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,286
Previous 1,134
101.59%
Holding current value
$416,394
Previous $206,000
101.94%
% of portfolio
0.16%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,498Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio