Dynamic Wealth Strategies, LLC Vanguard Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 3,556 shares of VGSH stock, worth $209,270. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,556
Previous 3,798 6.37%
Holding current value
$209,270
Previous $222,000 5.86%
% of portfolio
0.15%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$58.32 - $58.95 $14,113 - $14,265
-242 Reduced 6.37%
3,556 $209,000
Q1 2025

May 12, 2025
SELL
$58.07 - $58.69 $32,809 - $33,159
-565 Reduced 12.95%
3,798 $222,000
Q4 2024

Feb 13, 2025
SELL
$58.02 - $58.88 $5,453 - $5,534
-94 Reduced 2.11%
4,363 $253,000
Q3 2024

Nov 13, 2024
BUY
$57.74 - $59.13 $5,369 - $5,499
93 Added 2.13%
4,457 $263,000
Q2 2024

Aug 15, 2024
BUY
$57.55 - $58.0 $81,145 - $81,780
1,410 Added 47.73%
4,364 $253,000
Q1 2024

May 15, 2024
SELL
$57.88 - $58.54 $3.08 Million - $3.12 Million
-53,223 Reduced 94.74%
2,954 $172,000
Q4 2023

Feb 13, 2024
BUY
$57.34 - $58.41 $3.22 Million - $3.28 Million
56,177 New
56,177 $3.28 Billion

Others Institutions Holding VGSH

# of Institutions
1,066
Shares Held
286M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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