JWS
Juncture Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
2,093
-26
| -1% | -$14.8K | 0.42% | 43 |
|
|
2025
Q1 | $1.09M | Sell |
2,119
-101
| -5% | -$51.9K | 0.42% | 38 |
|
|
2024
Q4 | $1.2M | Buy |
2,220
+1,330
| +149% | +$717K | 0.45% | 36 |
|
|
2024
Q3 | $470K | Buy |
+890
| New | +$470K | 0.18% | 75 |
|
|
2023
Q1 | – | Sell |
-5,047
| Closed | -$1.77M | – | 122 |
|
|
2022
Q4 | $1.77M | Sell |
5,047
-2,012
| -29% | -$707K | 0.84% | 28 |
|
|
2022
Q3 | $2.32M | Buy |
7,059
+4,426
| +168% | +$1.45M | 1.15% | 28 |
|
|
2022
Q2 | $913K | Buy |
+2,633
| New | +$913K | 0.45% | 37 |
|
|
2022
Q1 | – | Sell |
-1,143
| Closed | -$499K | – | 128 |
|
|
2021
Q4 | $499K | Buy |
1,143
+258
| +29% | +$113K | 0.24% | 84 |
|
|
2021
Q3 | $349K | Buy |
+885
| New | +$349K | 0.18% | 88 |
|