Dynasty Wealth Management, LLC Vanguard Transaction History

Dynasty Wealth Management, LLC

  • $6 Trillion
  • Q1 2025

A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 20,170 shares of VGSH stock, worth $1.19 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,170
Previous 111,879 81.97%
Holding current value
$1.19 Million
Previous $6.51 Billion 81.81%
% of portfolio
0.02%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$58.07 - $58.69 $5.33 Million - $5.38 Million
-91,709 Reduced 81.97%
20,170 $1.18 Billion
Q4 2024

Feb 05, 2025
SELL
$58.02 - $58.88 $7.24 Million - $7.35 Million
-124,778 Reduced 52.73%
111,879 $6.51 Billion
Q3 2024

Nov 12, 2024
BUY
$57.74 - $59.13 $1.32 Million - $1.35 Million
22,828 Added 10.68%
236,657 $14 Billion
Q2 2024

Aug 12, 2024
SELL
$57.55 - $58.0 $14 Million - $14.1 Million
-243,359 Reduced 53.23%
213,829 $12.4 Billion
Q1 2024

May 15, 2024
BUY
$57.88 - $58.54 $26.5 Million - $26.8 Million
457,188 New
457,188 $26.5 Billion

Others Institutions Holding VGSH

# of Institutions
1,030
Shares Held
256M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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