Number of Shares
238,093.00
Current Holdings Value*
$67.93 Mil
% of Portfolio
24.13%
Total Estimate Gain
$22.48 Mil
% of Total Estimate Gain
42.04%

JUNCTURE WEALTH STRATEGIES, LLC's Vanguard Large Cap ETF Holding Summary

As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 238,093.00 shares of Vanguard Large Cap ETF(VV), totaling $67.93 Mil. This investment constitutes 24.13% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.17% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2023Q1. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 7 purchases of VV, at an average price of $202.06, for a total of 264,726.00 shares. In addition, there have been 3 sales at an average price of $262.90 for 26,633.00 shares. Based on historical transaction data and VV's current price of $289.69, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his VV holdings is $22.48 Mil, reflecting a 42.04% gain to date.

JUNCTURE WEALTH STRATEGIES, LLC VV ($289.69) Holding Chart

JUNCTURE WEALTH STRATEGIES, LLC VV ($289.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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