JWS
Juncture Wealth Strategies’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.9M | Buy |
238,093
+2,538
| +1% | +$724K | 24.13% | 1 |
|
|
2025
Q1 | $60.5M | Sell |
235,555
-20,866
| -8% | -$5.36M | 23.52% | 1 |
|
|
2024
Q4 | $69.2M | Sell |
256,421
-3,101
| -1% | -$836K | 25.77% | 1 |
|
|
2024
Q3 | $68.3M | Buy |
259,522
+3,391
| +1% | +$893K | 26.46% | 1 |
|
|
2024
Q2 | $63.9M | Buy |
256,131
+7,412
| +3% | +$1.85M | 26.79% | 1 |
|
|
2024
Q1 | $59.6M | Buy |
248,719
+57,853
| +30% | +$13.9M | 25.66% | 1 |
|
|
2023
Q4 | $41.6M | Buy |
190,866
+74,763
| +64% | +$16.3M | 18.9% | 1 |
|
|
2023
Q3 | $22.7M | Buy |
116,103
+5,068
| +5% | +$992K | 11.11% | 1 |
|
|
2023
Q2 | $22.5M | Sell |
111,035
-2,666
| -2% | -$540K | 10.54% | 1 |
|
|
2023
Q1 | $21.2M | Buy |
+113,701
| New | +$21.2M | 10.47% | 1 |
|