Juncture Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $470K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $349K | Buy |
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