JWS
Juncture Wealth Strategies’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Sell |
2,908
-142
| -5% | -$25.1K | 0.18% | 70 |
|
|
2025
Q1 | $527K | Buy |
3,050
+48
| +2% | +$8.29K | 0.2% | 73 |
|
|
2024
Q4 | $508K | Buy |
3,002
+674
| +29% | +$114K | 0.19% | 73 |
|
|
2024
Q3 | $406K | Buy |
+2,328
| New | +$406K | 0.16% | 82 |
|
|
2022
Q1 | – | Sell |
-3,412
| Closed | -$502K | – | 129 |
|
|
2021
Q4 | $502K | Buy |
3,412
+814
| +31% | +$120K | 0.24% | 82 |
|
|
2021
Q3 | $352K | Buy |
+2,598
| New | +$352K | 0.19% | 87 |
|