Dynamic Wealth Strategies, LLC Vanguard Mortg Backed Sec ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 81,573 shares of VMBS stock, worth $3.73 Million. This represents 3.16% of its overall portfolio holdings.

Number of Shares
81,573
Previous 72,884 11.92%
Holding current value
$3.73 Million
Previous $3.3 Million 14.32%
% of portfolio
3.16%
Previous 2.95%

Shares

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

May 12, 2025
BUY
$44.68 - $46.49 $388,224 - $403,951
8,689 Added 11.92%
81,573 $3.78 Million
Q4 2024

Feb 13, 2025
BUY
$45.17 - $47.23 $898,476 - $939,451
19,891 Added 37.54%
72,884 $3.3 Million
Q3 2024

Nov 13, 2024
SELL
$44.9 - $47.55 $4,085 - $4,327
-91 Reduced 0.17%
52,993 $2.5 Million
Q2 2024

Aug 15, 2024
SELL
$44.15 - $45.75 $56,997 - $59,063
-1,291 Reduced 2.37%
53,084 $2.41 Million
Q1 2024

May 15, 2024
BUY
$44.98 - $46.29 $2.45 Million - $2.52 Million
54,375 New
54,375 $2.48 Million

Others Institutions Holding VMBS

# of Institutions
683
Shares Held
371M
Call Options Held
100
Put Options Held
11.4K
View Full List

About VANGUARD MORTG-BACKED SEC ETF

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