JWS
Juncture Wealth Strategies’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Sell |
11,214
-2,755
| -20% | -$763K | 1.1% | 18 |
|
|
2025
Q1 | $3.52M | Buy |
13,969
+287
| +2% | +$72.3K | 1.37% | 15 |
|
|
2024
Q4 | $3.83M | Buy |
13,682
+527
| +4% | +$148K | 1.43% | 15 |
|
|
2024
Q3 | $3.52M | Buy |
13,155
+951
| +8% | +$254K | 1.36% | 16 |
|
|
2024
Q2 | $3.05M | Buy |
12,204
+1,456
| +14% | +$364K | 1.28% | 17 |
|
|
2024
Q1 | $2.8M | Buy |
10,748
+4,219
| +65% | +$1.1M | 1.21% | 18 |
|
|
2023
Q4 | $1.58M | Buy |
6,529
+652
| +11% | +$158K | 0.72% | 29 |
|
|
2023
Q3 | $1.26M | Buy |
+5,877
| New | +$1.26M | 0.62% | 35 |
|