Dynasty Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Dynasty Wealth Management, LLC
- $5.87 Trillion
- Q2 2025
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 33,691 shares of VB stock, worth $8.09 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
33,691
Previous 34,866
3.37%
Holding current value
$8.09 Million
Previous $7.73 Billion
3.27%
% of portfolio
0.14%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VB
# of Institutions
2,381Shares Held
167MCall Options Held
78.1KPut Options Held
29.4K-
Bank Of America Corp Charlotte, NC24.1MShares$5.78 Billion0.44% of portfolio
-
Morgan Stanley New York, NY7.66MShares$1.84 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.66MShares$1.6 Billion1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA5.82MShares$1.4 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.24 Billion0.38% of portfolio