A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 890 shares of VOO stock, worth $492,009. This represents 0.18% of its overall portfolio holdings.

Number of Shares
890
Holding current value
$492,009
% of portfolio
0.18%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$475.2 - $527.7 $422,928 - $469,653
890 New
890 $469,000
Q4 2022

Jan 18, 2023

SELL
$327.64 - $374.54 $659,211 - $753,574
-2,012 Reduced 28.5%
5,047 $0
Q3 2022

Oct 11, 2022

BUY
$328.3 - $395.04 $1.45 Million - $1.75 Million
4,426 Added 168.1%
7,059 $2.32 Million
Q2 2022

Jul 14, 2022

BUY
$337.07 - $419.85 $887,505 - $1.11 Million
2,633 New
2,633 $913,000
Q1 2022

Jul 14, 2022

SELL
$382.7 - $439.25 $437,426 - $502,062
-1,143 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$394.21 - $439.01 $101,706 - $113,264
258 Added 29.15%
1,143 $499,000
Q3 2021

Oct 15, 2021

BUY
$390.68 - $416.73 $345,751 - $368,806
885 New
885 $349,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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