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 $254,115. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,364
Previous 2,954 47.73%
Holding current value
$254,115
Previous $172,000 47.09%
% of portfolio
0.22%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$57.55 - $58.0 $81,145 - $81,780
1,410 Added 47.73%
4,364 $253,000
Q1 2024

May 15, 2024
SELL
$57.88 - $58.54 $3.08 Million - $3.12 Million
-53,223 Reduced 94.74%
2,954 $172,000
Q4 2023

Feb 13, 2024
BUY
$57.34 - $58.41 $3.22 Million - $3.28 Million
56,177 New
56,177 $3.28 Billion

Others Institutions Holding VGSH

# of Institutions
903
Shares Held
236M
Call Options Held
15.1K
Put Options Held
70.6K
View Full List

About VANGUARD

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