Dynamic Wealth Strategies, LLC Vanguard Transaction History

Dynamic Wealth Strategies, LLC

$149 Million
Q3 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,754 shares of VGSH stock, worth $161,714. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,754

Previous 3,556 22.55%

Holding current value

$161,714

Previous $209,000 22.49%

% of portfolio

0.11%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$58.43 - $58.88 $46,860 - $47,221	-802 Reduced 22.55%	2,754 $162,000
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

1,063

Shares Held

268M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Dynamic Wealth Strategies, LLC Vanguard Transaction History