Dynamic Advisor Solutions LLC Vanguard Total World Stk Index Transaction History

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$107.72 - $119.96 $34,362 - $38,267
-319 Reduced 7.85%
3,746 $448,000
Q2 2024

Jul 15, 2024
SELL
$104.94 - $113.51 $63,383 - $68,560
-604 Reduced 12.94%
4,065 $457,000
Q1 2024

Apr 12, 2024
SELL
$100.68 - $110.5 $7,450 - $8,177
-74 Reduced 1.56%
4,669 $515,000
Q4 2023

Jan 10, 2024
BUY
$88.97 - $103.1 $52,136 - $60,416
586 Added 14.1%
4,743 $487,000
Q3 2023

Oct 10, 2023
SELL
$92.79 - $100.59 $7,237 - $7,846
-78 Reduced 1.84%
4,157 $387,000
Q2 2023

Aug 03, 2023
BUY
$91.33 - $98.06 $9,863 - $10,590
108 Added 2.62%
4,235 $410,000
Q1 2023

Apr 10, 2023
BUY
$86.24 - $94.55 $4,829 - $5,294
56 Added 1.38%
4,127 $380,000
Q4 2022

Jan 12, 2023
BUY
$78.67 - $91.07 $93,145 - $107,826
1,184 Added 41.01%
4,071 $351 Million
Q3 2022

Oct 20, 2022
BUY
$78.88 - $94.48 $6,704 - $8,030
85 Added 3.03%
2,887 $228,000
Q2 2022

Jul 27, 2022
BUY
$83.88 - $102.77 $55,696 - $68,239
664 Added 31.06%
2,802 $239,000
Q1 2022

Apr 11, 2022
SELL
$93.8 - $108.09 $14,726 - $16,970
-157 Reduced 6.84%
2,138 $217,000
Q4 2021

Jan 26, 2022
SELL
$101.45 - $109.23 $104,290 - $112,288
-1,028 Reduced 30.94%
2,295 $247,000
Q3 2021

Oct 28, 2021
SELL
$101.52 - $107.65 $14,720 - $15,609
-145 Reduced 4.18%
3,323 $338,000
Q2 2021

Aug 10, 2021
BUY
$98.57 - $104.51 $43,962 - $46,611
446 Added 14.76%
3,468 $359,000
Q1 2021

Apr 27, 2021
SELL
$92.05 - $98.71 $35,347 - $37,904
-384 Reduced 11.27%
3,022 $294,000
Q4 2020

Feb 03, 2021
SELL
$78.99 - $92.58 $9,399 - $11,017
-119 Reduced 3.38%
3,406 $315,000
Q3 2020

Oct 27, 2020
BUY
$75.3 - $85.07 $57,981 - $65,503
770 Added 27.95%
3,525 $284,000
Q2 2020

Aug 05, 2020
SELL
$60.03 - $78.43 $37,878 - $49,489
-631 Reduced 18.64%
2,755 $206,000
Q1 2020

May 07, 2020
BUY
$54.48 - $83.17 $8,880 - $13,556
163 Added 5.06%
3,386 $213,000
Q4 2019

Feb 04, 2020
BUY
$72.8 - $81.27 $234,634 - $261,933
3,223 New
3,223 $261,000
Q4 2018

Jan 29, 2019
SELL
N/A
-5,574 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
592 Added 11.88%
5,574 $423,000
Q2 2018

Aug 07, 2018
SELL
N/A
-115 Reduced 2.26%
4,982 $366,000
Q1 2018

May 01, 2018
SELL
N/A
-1,844 Reduced 26.57%
5,097 $375,000
Q4 2017

Feb 09, 2018
SELL
N/A
-569 Reduced 7.58%
6,941 $516,000
Q3 2017

Oct 16, 2017
BUY
N/A
7,510
7,510 $531,000

Others Institutions Holding VT

# of Institutions
1,025
Shares Held
87.4M
Call Options Held
149K
Put Options Held
44.9K
View Full List

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