Dynamic Wealth Strategies, LLC Vanguard Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,457 shares of VGSH stock, worth $259,441. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,457
Previous 4,364
2.13%
Holding current value
$259,441
Previous $253,000
3.95%
% of portfolio
0.21%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio