Juncture Wealth Strategies, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

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There has been a notable shift in the holdings of Juncture Wealth Strategies, LLC between Q1 2023 and Q2 2023. In this article, we will analyze the changes in holdings of the funds and discuss the implications of these changes.

One of the significant changes in the holdings is seen in VANGUARD INDEX FDS (VV). The number of shares held by Juncture Wealth Strategies, LLC decreased from 113,701 in Q1 2023 to 111,035 in Q2 2023. However, there was a slight increase in the value of these shares, from $21,240 to $22,509. This represents a 6% change in holdings.

Another interesting change is observed in SCHWAB STRATEGIC TR (SCHB). The number of shares held by Juncture Wealth Strategies, LLC decreased from 421,829 in Q1 2023 to 411,470 in Q2 2023. Similarly, the value of these shares decreased from $20,184 to $21,273. This represents a 5.4% change in holdings.

DIMENSIONAL ETF TRUST (DFUV) also experienced a significant change in holdings. The number of shares held by Juncture Wealth Strategies, LLC decreased from 307,235 in Q1 2023 to 277,057 in Q2 2023. The value of these shares decreased from $10,286 to $9,558, representing a decrease of 7.1%.

Not all changes in holdings were negative. VANGUARD TAX-MANAGED FDS (VEA) saw an increase in the number of shares held by Juncture Wealth Strategies, LLC from 100,128 in Q1 2023 to 117,719 in Q2 2023. The value of these shares also increased from $4,522 to $5,436. This represents a significant growth of 20.2% in holdings.

The holdings of Juncture Wealth Strategies, LLC in SPDR S&P 500 ETF TR (SPY) also underwent a notable change. The number of shares held increased from 13,150 in Q1 2023 to 10,981 in Q2 2023. The value of these shares increased from $1,494 to $4,867. This represents a staggering growth of 225.7% in holdings.

Overall, the changes in holdings of Juncture Wealth Strategies, LLC between Q1 2023 and Q2 2023 provide interesting insights into their investment strategy. While some holdings experienced a decrease, others saw significant growth. It is important to note that these changes reflect the shifting landscape of the market and the evolving investment preferences of Juncture Wealth Strategies, LLC.

As always, it is essential to consult with a financial advisor or do your own research before making any investment decisions. The information provided in this article is for informational purposes only and should not be taken as financial advice.