Dynamic Wealth Strategies, LLC Vanguard Intermediate Term Cor Transaction History
Dynamic Wealth Strategies, LLC
- $138 Million
- Q2 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,666 shares of VCIT stock, worth $393,623. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,666
Previous 6,766
31.04%
Holding current value
$393,623
Previous $553,000
30.2%
% of portfolio
0.28%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,357Shares Held
516MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio