JWS
Juncture Wealth Strategies’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Buy |
54,235
+139
| +0.3% | +$11.1K | 1.53% | 13 |
|
|
2025
Q1 | $4.27M | Buy |
54,096
+390
| +0.7% | +$30.8K | 1.66% | 11 |
|
|
2024
Q4 | $4.19M | Buy |
53,706
+464
| +0.9% | +$36.2K | 1.56% | 12 |
|
|
2024
Q3 | $4.23M | Sell |
53,242
-466
| -0.9% | -$37K | 1.64% | 11 |
|
|
2024
Q2 | $4.15M | Sell |
53,708
-4,521
| -8% | -$349K | 1.74% | 11 |
|
|
2024
Q1 | $4.5M | Buy |
58,229
+15
| +0% | +$1.16K | 1.94% | 10 |
|
|
2023
Q4 | $4.5M | Buy |
58,214
+17,638
| +43% | +$1.36M | 2.04% | 10 |
|
|
2023
Q3 | $3.05M | Sell |
40,576
-3,259
| -7% | -$245K | 1.49% | 17 |
|
|
2023
Q2 | $3.32M | Sell |
43,835
-2,257
| -5% | -$171K | 1.55% | 17 |
|
|
2023
Q1 | $3.51M | Buy |
46,092
+2,825
| +7% | +$215K | 1.73% | 15 |
|
|
2022
Q4 | $2.86M | Buy |
43,267
+5,098
| +13% | +$337K | 1.36% | 19 |
|
|
2022
Q3 | $2.84M | Buy |
38,169
+1,004
| +3% | +$74.6K | 1.41% | 24 |
|
|
2022
Q2 | $2.83M | Sell |
37,165
-19,906
| -35% | -$1.52M | 1.4% | 25 |
|
|
2022
Q1 | $4.46M | Buy |
57,071
+24,290
| +74% | +$1.9M | 2.12% | 13 |
|
|
2021
Q4 | $2.66M | Buy |
32,781
+3,930
| +14% | +$319K | 1.27% | 22 |
|
|
2021
Q3 | $2.38M | Buy |
28,851
+3,918
| +16% | +$323K | 1.25% | 21 |
|
|
2021
Q2 | $2.06M | Sell |
24,933
-696
| -3% | -$57.4K | 1.18% | 20 |
|
|
2021
Q1 | $2.11M | Buy |
25,629
+6,463
| +34% | +$533K | 1.33% | 18 |
|
|
2020
Q4 | $1.6M | Buy |
19,166
+2,458
| +15% | +$205K | 1.01% | 19 |
|
|
2020
Q3 | $1.38M | Buy |
16,708
+1,404
| +9% | +$116K | 0.96% | 21 |
|
|
2020
Q2 | $1.27M | Sell |
15,304
-1,340
| -8% | -$111K | 0.95% | 22 |
|
|
2020
Q1 | $1.32M | Buy |
16,644
+1,747
| +12% | +$138K | 1.22% | 21 |
|
|
2019
Q4 | $1.21M | Buy |
14,897
+1,285
| +9% | +$104K | 0.94% | 29 |
|
|
2019
Q3 | $1.1M | Buy |
13,612
+1,394
| +11% | +$113K | 0.97% | 30 |
|
|
2019
Q2 | $986K | Buy |
12,218
+1,494
| +14% | +$121K | 0.79% | 38 |
|
|
2019
Q1 | $855K | Sell |
10,724
-1,846
| -15% | -$147K | 0.66% | 40 |
|
|
2018
Q4 | $980K | Sell |
12,570
-2,898
| -19% | -$226K | 0.66% | 38 |
|
|
2018
Q3 | $1.21M | Sell |
15,468
-301
| -2% | -$23.5K | 0.63% | 42 |
|
|
2018
Q2 | $1.23M | Sell |
15,769
-300
| -2% | -$23.4K | 0.66% | 38 |
|
|
2018
Q1 | $1.26M | Buy |
16,069
+2,398
| +18% | +$188K | 0.7% | 35 |
|
|
2017
Q4 | $1.08M | Buy |
13,671
+1,324
| +11% | +$105K | 0.61% | 41 |
|
|
2017
Q3 | $989K | Buy |
12,347
+2,104
| +21% | +$169K | 0.56% | 46 |
|
|
2017
Q2 | $820K | Buy |
10,243
+1,572
| +18% | +$126K | 0.47% | 53 |
|
|
2017
Q1 | $691K | Buy |
8,671
+3,134
| +57% | +$250K | 0.42% | 55 |
|
|
2016
Q4 | $439K | Buy |
+5,537
| New | +$439K | 0.3% | 66 |
|