JWS
Juncture Wealth Strategies’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
86,751
+4,812
| +6% | +$399K | 2.56% | 8 |
|
|
2025
Q1 | $6.7M | Buy |
81,939
+3,281
| +4% | +$268K | 2.6% | 8 |
|
|
2024
Q4 | $6.31M | Buy |
78,658
+11,660
| +17% | +$936K | 2.35% | 8 |
|
|
2024
Q3 | $5.61M | Buy |
66,998
+4,917
| +8% | +$412K | 2.17% | 8 |
|
|
2024
Q2 | $4.96M | Buy |
62,081
+3,819
| +7% | +$305K | 2.08% | 9 |
|
|
2024
Q1 | $4.69M | Buy |
58,262
+4,577
| +9% | +$368K | 2.02% | 9 |
|
|
2023
Q4 | $4.36M | Buy |
53,685
+6,733
| +14% | +$547K | 1.98% | 11 |
|
|
2023
Q3 | $3.57M | Buy |
46,952
+1,724
| +4% | +$131K | 1.74% | 14 |
|
|
2023
Q2 | $3.57M | Buy |
45,228
+6,033
| +15% | +$477K | 1.67% | 15 |
|
|
2023
Q1 | $3.14M | Buy |
39,195
+2,274
| +6% | +$182K | 1.55% | 17 |
|
|
2022
Q4 | $3.25M | Buy |
36,921
+3,171
| +9% | +$279K | 1.55% | 15 |
|
|
2022
Q3 | $2.55M | Buy |
33,750
+2,308
| +7% | +$175K | 1.27% | 27 |
|
|
2022
Q2 | $2.52M | Sell |
31,442
-7,616
| -19% | -$609K | 1.24% | 28 |
|
|
2022
Q1 | $3.36M | Buy |
39,058
+3,398
| +10% | +$292K | 1.6% | 20 |
|
|
2021
Q4 | $3.31M | Buy |
35,660
+4,255
| +14% | +$395K | 1.57% | 18 |
|
|
2021
Q3 | $2.97M | Buy |
31,405
+3,957
| +14% | +$374K | 1.56% | 17 |
|
|
2021
Q2 | $2.61M | Sell |
27,448
-1,483
| -5% | -$141K | 1.5% | 17 |
|
|
2021
Q1 | $2.69M | Buy |
28,931
+8,600
| +42% | +$799K | 1.69% | 13 |
|
|
2020
Q4 | $1.98M | Buy |
20,331
+2,747
| +16% | +$267K | 1.25% | 15 |
|
|
2020
Q3 | $1.69M | Buy |
17,584
+1,502
| +9% | +$144K | 1.16% | 19 |
|
|
2020
Q2 | $1.53M | Buy |
16,082
+16
| +0.1% | +$1.52K | 1.15% | 19 |
|
|
2020
Q1 | $1.4M | Buy |
16,066
+880
| +6% | +$76.6K | 1.29% | 18 |
|
|
2019
Q4 | $1.39M | Buy |
15,186
+3,346
| +28% | +$306K | 1.08% | 24 |
|
|
2019
Q3 | $1.08M | Buy |
11,840
+1,911
| +19% | +$174K | 0.95% | 31 |
|
|
2019
Q2 | $892K | Buy |
9,929
+4,966
| +100% | +$446K | 0.72% | 40 |
|
|
2019
Q1 | $431K | Buy |
4,963
+605
| +14% | +$52.5K | 0.33% | 83 |
|
|
2018
Q4 | $361K | Sell |
4,358
-904
| -17% | -$74.9K | 0.24% | 82 |
|
|
2018
Q3 | $440K | Sell |
5,262
-91
| -2% | -$7.61K | 0.23% | 81 |
|
|
2018
Q2 | $447K | Sell |
5,353
-15
| -0.3% | -$1.25K | 0.24% | 73 |
|
|
2018
Q1 | $455K | Buy |
5,368
+660
| +14% | +$55.9K | 0.25% | 70 |
|
|
2017
Q4 | $411K | Buy |
4,708
+621
| +15% | +$54.2K | 0.23% | 73 |
|
|
2017
Q3 | $360K | Buy |
4,087
+623
| +18% | +$54.9K | 0.2% | 73 |
|
|
2017
Q2 | $303K | Sell |
3,464
-232
| -6% | -$20.3K | 0.17% | 76 |
|
|
2017
Q1 | $319K | Buy |
3,696
+878
| +31% | +$75.8K | 0.2% | 72 |
|
|
2016
Q4 | $242K | Buy |
+2,818
| New | +$242K | 0.17% | 78 |
|
|
2015
Q1 | – | Sell |
-4,200
| Closed | -$362K | – | 79 |
|
|
2014
Q4 | $362K | Buy |
+4,200
| New | +$362K | 0.17% | 66 |
|