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 $259,575. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,457
Previous 4,364 2.13%
Holding current value
$259,575
Previous $253,000 3.95%
% of portfolio
0.21%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email