JWS
Juncture Wealth Strategies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Sell |
15,948
-2,217
| -12% | -$630K | 1.61% | 12 |
|
|
2025
Q1 | $4.44M | Buy |
18,165
+243
| +1% | +$59.4K | 1.73% | 10 |
|
|
2024
Q4 | $4.55M | Buy |
17,922
+581
| +3% | +$147K | 1.69% | 10 |
|
|
2024
Q3 | $4.22M | Buy |
17,341
+1,238
| +8% | +$301K | 1.63% | 12 |
|
|
2024
Q2 | $3.7M | Buy |
16,103
+2,009
| +14% | +$461K | 1.55% | 15 |
|
|
2024
Q1 | $3.32M | Buy |
14,094
+4,518
| +47% | +$1.07M | 1.43% | 16 |
|
|
2023
Q4 | $2.1M | Buy |
9,576
+285
| +3% | +$62.6K | 0.95% | 26 |
|
|
2023
Q3 | $1.81M | Buy |
9,291
+4,452
| +92% | +$867K | 0.88% | 27 |
|
|
2023
Q2 | $996K | Buy |
4,839
+116
| +2% | +$23.9K | 0.47% | 37 |
|
|
2023
Q1 | $920K | Sell |
4,723
-1,238
| -21% | -$241K | 0.45% | 42 |
|
|
2022
Q4 | $1.07M | Sell |
5,961
-936
| -14% | -$168K | 0.51% | 36 |
|
|
2022
Q3 | $1.18M | Sell |
6,897
-1,539
| -18% | -$262K | 0.59% | 34 |
|
|
2022
Q2 | $1.48M | Buy |
8,436
+3,737
| +80% | +$656K | 0.73% | 31 |
|
|
2022
Q1 | $1.05M | Sell |
4,699
-545
| -10% | -$121K | 0.5% | 41 |
|
|
2021
Q4 | $1.34M | Sell |
5,244
-216
| -4% | -$55K | 0.64% | 37 |
|
|
2021
Q3 | $1.29M | Sell |
5,460
-282
| -5% | -$66.6K | 0.68% | 31 |
|
|
2021
Q2 | $1.39M | Sell |
5,742
-6,013
| -51% | -$1.45M | 0.8% | 27 |
|
|
2021
Q1 | $2.49M | Sell |
11,755
-13,240
| -53% | -$2.8M | 1.57% | 14 |
|
|
2020
Q4 | $5.3M | Sell |
24,995
-3,930
| -14% | -$833K | 3.36% | 4 |
|
|
2020
Q3 | $5.21M | Sell |
28,925
-798
| -3% | -$144K | 3.6% | 4 |
|
|
2020
Q2 | $4.91M | Sell |
29,723
-1,820
| -6% | -$300K | 3.7% | 4 |
|
|
2020
Q1 | $4M | Buy |
31,543
+21,852
| +225% | +$2.77M | 3.69% | 5 |
|
|
2019
Q4 | $1.54M | Sell |
9,691
-35
| -0.4% | -$5.56K | 1.2% | 21 |
|
|
2019
Q3 | $1.44M | Buy |
9,726
+6,277
| +182% | +$930K | 1.27% | 24 |
|
|
2019
Q2 | $515K | Sell |
3,449
-757
| -18% | -$113K | 0.41% | 63 |
|
|
2019
Q1 | $600K | Sell |
4,206
-6,576
| -61% | -$938K | 0.46% | 54 |
|
|
2018
Q4 | $1.29M | Sell |
10,782
-7,503
| -41% | -$898K | 0.87% | 31 |
|
|
2018
Q3 | $2.61M | Sell |
18,285
-1,217
| -6% | -$173K | 1.36% | 22 |
|
|
2018
Q2 | $2.62M | Sell |
19,502
-2,226
| -10% | -$299K | 1.4% | 20 |
|
|
2018
Q1 | $2.82M | Sell |
21,728
-3,346
| -13% | -$434K | 1.57% | 16 |
|
|
2017
Q4 | $3.2M | Sell |
25,074
-11,077
| -31% | -$1.41M | 1.8% | 15 |
|
|
2017
Q3 | $4.4M | Sell |
36,151
-2,294
| -6% | -$279K | 2.47% | 12 |
|
|
2017
Q2 | $4.52M | Buy |
38,445
+2,097
| +6% | +$247K | 2.6% | 13 |
|
|
2017
Q1 | $4.11M | Sell |
36,348
-2,881
| -7% | -$325K | 2.52% | 13 |
|
|
2016
Q4 | $4.15M | Buy |
39,229
+1,202
| +3% | +$127K | 2.87% | 11 |
|
|
2016
Q3 | $4.05M | Buy |
38,027
+4,077
| +12% | +$434K | 2.73% | 12 |
|
|
2016
Q2 | $3.46M | Buy |
33,950
+4,747
| +16% | +$484K | 2.47% | 13 |
|
|
2016
Q1 | $2.93M | Buy |
29,203
+3,479
| +14% | +$349K | 2.16% | 15 |
|
|
2015
Q4 | $2.57M | Sell |
25,724
-4,237
| -14% | -$422K | 1.91% | 15 |
|
|
2015
Q3 | $2.91M | Buy |
29,961
+1,813
| +6% | +$176K | 2.36% | 14 |
|
|
2015
Q2 | $3M | Buy |
28,148
+212
| +0.8% | +$22.6K | 2.44% | 14 |
|
|
2015
Q1 | $3.02M | Sell |
27,936
-22,508
| -45% | -$2.43M | 2.48% | 14 |
|
|
2014
Q4 | $5.13M | Buy |
+50,444
| New | +$5.13M | 2.46% | 13 |
|