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
2025
Q2
$1.19M Sell
2025
Q1
$1.09M Sell
2024
Q4
$1.2M Buy
2024
Q3
$470K Buy
2023
Q1
Sell
2022
Q4
$1.77M Sell
2022
Q3
$2.32M Buy
2022
Q2
$913K Buy
2022
Q1
Sell
2021
Q4
$499K Buy
2021
Q3
$349K Buy