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

Dynamic Wealth Strategies, LLC

$116 Million
Q2 2024

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 53,084 shares of VMBS stock, worth $2.51 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

53,084

Previous 54,375 2.37%

Holding current value

$2.51 Million

Previous $2.48 Million 2.82%

% of portfolio

2.07%

Previous 2.12%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

618

Shares Held

346M

Call Options Held

300

Put Options Held

18.8K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

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