JWS
Juncture Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
17,139
-68
| -0.4% | -$5.35K | 0.48% | 35 |
|
|
2025
Q1 | $1.35M | Sell |
17,207
-1,908
| -10% | -$149K | 0.52% | 31 |
|
|
2024
Q4 | $1.48M | Sell |
19,115
-1,840
| -9% | -$142K | 0.55% | 30 |
|
|
2024
Q3 | $1.65M | Sell |
20,955
-3,354
| -14% | -$264K | 0.64% | 28 |
|
|
2024
Q2 | $1.86M | Sell |
24,309
-3,087
| -11% | -$237K | 0.78% | 23 |
|
|
2024
Q1 | $2.1M | Sell |
27,396
-4,825
| -15% | -$370K | 0.9% | 22 |
|
|
2023
Q4 | $2.48M | Buy |
32,221
+3,969
| +14% | +$306K | 1.13% | 22 |
|
|
2023
Q3 | $2.12M | Sell |
28,252
-213
| -0.7% | -$16K | 1.04% | 25 |
|
|
2023
Q2 | $2.15M | Sell |
28,465
-5,302
| -16% | -$401K | 1.01% | 25 |
|
|
2023
Q1 | $2.58M | Sell |
33,767
-6,108
| -15% | -$467K | 1.27% | 21 |
|
|
2022
Q4 | $3M | Sell |
39,875
-14,111
| -26% | -$1.06M | 1.43% | 18 |
|
|
2022
Q3 | $4.04M | Sell |
53,986
-11,427
| -17% | -$855K | 2.01% | 14 |
|
|
2022
Q2 | $5.02M | Sell |
65,413
-29,905
| -31% | -$2.3M | 2.48% | 12 |
|
|
2022
Q1 | $7.43M | Buy |
95,318
+30,872
| +48% | +$2.4M | 3.53% | 5 |
|
|
2021
Q4 | $5.21M | Buy |
64,446
+6,334
| +11% | +$512K | 2.48% | 6 |
|
|
2021
Q3 | $4.76M | Buy |
58,112
+4,891
| +9% | +$401K | 2.51% | 9 |
|
|
2021
Q2 | $4.37M | Sell |
53,221
-365
| -0.7% | -$30K | 2.51% | 8 |
|
|
2021
Q1 | $4.41M | Buy |
53,586
+6,219
| +13% | +$511K | 2.77% | 8 |
|
|
2020
Q4 | $3.93M | Buy |
47,367
+4,762
| +11% | +$395K | 2.49% | 9 |
|
|
2020
Q3 | $3.54M | Buy |
42,605
+7,570
| +22% | +$629K | 2.44% | 10 |
|
|
2020
Q2 | $2.91M | Buy |
35,035
+1,714
| +5% | +$142K | 2.2% | 9 |
|
|
2020
Q1 | $2.74M | Buy |
33,321
+1,776
| +6% | +$146K | 2.53% | 10 |
|
|
2019
Q4 | $2.54M | Buy |
31,545
+4,754
| +18% | +$383K | 1.98% | 11 |
|
|
2019
Q3 | $2.16M | Buy |
26,791
+4,646
| +21% | +$375K | 1.9% | 14 |
|
|
2019
Q2 | $1.78M | Buy |
22,145
+8,068
| +57% | +$650K | 1.43% | 22 |
|
|
2019
Q1 | $1.12M | Buy |
14,077
+407
| +3% | +$32.4K | 0.87% | 32 |
|
|
2018
Q4 | $1.07M | Sell |
13,670
-2,789
| -17% | -$219K | 0.72% | 36 |
|
|
2018
Q3 | $1.28M | Buy |
16,459
+949
| +6% | +$74K | 0.67% | 38 |
|
|
2018
Q2 | $1.21M | Sell |
15,510
-481
| -3% | -$37.6K | 0.65% | 39 |
|
|
2018
Q1 | $1.25M | Buy |
15,991
+3,098
| +24% | +$243K | 0.7% | 37 |
|
|
2017
Q4 | $1.02M | Buy |
12,893
+1,590
| +14% | +$126K | 0.57% | 44 |
|
|
2017
Q3 | $902K | Buy |
11,303
+2,261
| +25% | +$180K | 0.51% | 49 |
|
|
2017
Q2 | $722K | Buy |
9,042
+1,345
| +17% | +$107K | 0.41% | 58 |
|
|
2017
Q1 | $614K | Buy |
7,697
+3,291
| +75% | +$263K | 0.38% | 61 |
|
|
2016
Q4 | $350K | Buy |
+4,406
| New | +$350K | 0.24% | 71 |
|