JWS
Juncture Wealth Strategies’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
5,140
-668
| -12% | -$203K | 0.56% | 34 |
|
|
2025
Q1 | $1.6M | Sell |
5,808
-169
| -3% | -$46.4K | 0.62% | 27 |
|
|
2024
Q4 | $1.73M | Sell |
5,977
-41
| -0.7% | -$11.9K | 0.65% | 26 |
|
|
2024
Q3 | $1.7M | Sell |
6,018
-540
| -8% | -$153K | 0.66% | 27 |
|
|
2024
Q2 | $1.75M | Sell |
6,558
-391
| -6% | -$105K | 0.74% | 24 |
|
|
2024
Q1 | $1.81M | Sell |
6,949
-2,555
| -27% | -$664K | 0.78% | 24 |
|
|
2023
Q4 | $2.25M | Buy |
9,504
+1,463
| +18% | +$347K | 1.02% | 23 |
|
|
2023
Q3 | $1.71M | Sell |
8,041
-5,983
| -43% | -$1.27M | 0.84% | 28 |
|
|
2023
Q2 | $3.09M | Buy |
14,024
+2,272
| +19% | +$500K | 1.45% | 18 |
|
|
2023
Q1 | $2.4M | Sell |
11,752
-14,139
| -55% | -$2.89M | 1.18% | 22 |
|
|
2022
Q4 | $4.95M | Buy |
25,891
+9,658
| +59% | +$1.85M | 2.36% | 9 |
|
|
2022
Q3 | $2.91M | Sell |
16,233
-7,989
| -33% | -$1.43M | 1.45% | 22 |
|
|
2022
Q2 | $4.57M | Buy |
24,222
+21,846
| +919% | +$4.12M | 2.25% | 13 |
|
|
2022
Q1 | $541K | Buy |
+2,376
| New | +$541K | 0.26% | 76 |
|
|
2021
Q1 | – | Sell |
-3,327
| Closed | -$648K | – | 124 |
|
|
2020
Q4 | $648K | Buy |
3,327
+28
| +0.8% | +$5.45K | 0.41% | 52 |
|
|
2020
Q3 | $562K | Sell |
3,299
-4,263
| -56% | -$726K | 0.39% | 58 |
|
|
2020
Q2 | $1.18M | Buy |
7,562
+1,131
| +18% | +$177K | 0.89% | 25 |
|
|
2020
Q1 | $829K | Sell |
6,431
-707
| -10% | -$91.1K | 0.76% | 33 |
|
|
2019
Q4 | $1.17M | Sell |
7,138
-1,166
| -14% | -$191K | 0.91% | 30 |
|
|
2019
Q3 | $1.25M | Buy |
8,304
+120
| +1% | +$18.1K | 1.1% | 25 |
|
|
2019
Q2 | $1.23M | Buy |
8,184
+2,362
| +41% | +$354K | 0.99% | 32 |
|
|
2019
Q1 | $843K | Sell |
5,822
-4,135
| -42% | -$599K | 0.65% | 41 |
|
|
2018
Q4 | $1.27M | Buy |
+9,957
| New | +$1.27M | 0.86% | 34 |
|