Dynamic Wealth Strategies, LLC Vanguard Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 68,214 shares of VTV stock, worth $11.4 Million. This represents 9.4% of its overall portfolio holdings.
Number of Shares
68,214
Previous 69,427
1.75%
Holding current value
$11.4 Million
Previous $11.3 Million
3.23%
% of portfolio
9.4%
Previous 9.66%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.3 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.54 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.88 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.36 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.09 Billion0.5% of portfolio