Juncture Wealth Strategies, LLC Vanguard Value ETF Transaction History

Juncture Wealth Strategies, LLC

  • $267 Million
  • Q4 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 3,002 shares of VTV stock, worth $523,488. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,002
Previous 2,328 28.95%
Holding current value
$523,488
Previous $406,000 25.12%
% of portfolio
0.19%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$168.32 - $181.87 $113,447 - $122,580
674 Added 28.95%
3,002 $508,000
Q3 2024

Oct 09, 2024
BUY
$159.75 - $174.57 $371,898 - $406,398
2,328 New
2,328 $406,000
Q1 2022

Jul 14, 2022
SELL
$140.46 - $150.33 $479,249 - $512,925
-3,412 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$136.43 - $147.24 $111,054 - $119,853
814 Added 31.33%
3,412 $502,000
Q3 2021

Oct 15, 2021
BUY
$134.5 - $142.48 $349,431 - $370,163
2,598 New
2,598 $352,000

Others Institutions Holding VTV

# of Institutions
2,530
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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