Dynamic Wealth Strategies, LLC Vanguard Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,364 shares of VGSH stock, worth $257,519. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,364
Previous 2,954
47.73%
Holding current value
$257,519
Previous $172,000
47.09%
% of portfolio
0.22%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
902Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$404 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$388 Million0.14% of portfolio