Dynamic Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 63 shares of VBR stock, worth $13,165. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63Holding current value
$13,165% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,768Shares Held
91.1MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
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Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio