A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 6,477 shares of VCIT stock, worth $522,110. This represents 0.44% of its overall portfolio holdings.

Number of Shares
6,477
Previous 5,899 9.8%
Holding current value
$522,110
Previous $472,000 14.83%
% of portfolio
0.44%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$79.29 - $84.02 $45,829 - $48,563
578 Added 9.8%
6,477 $542,000
Q2 2024

Aug 15, 2024

SELL
$77.99 - $80.49 $12,790 - $13,200
-164 Reduced 2.7%
5,899 $472,000
Q1 2024

May 15, 2024

BUY
$79.39 - $81.28 $7,859 - $8,046
99 Added 1.66%
6,063 $488,000
Q4 2023

Feb 13, 2024

BUY
$73.81 - $81.64 $440,202 - $486,900
5,964 New
5,964 $485 Million

Others Institutions Holding VCIT

About VANGUARD INTERMEDIATE-TERM COR


  • Ticker VCIT
  • Sector ETFs
  • Industry ETFs
More about VCIT
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.