Dynamic Wealth Strategies, LLC Vanguard Specialized Funds Van Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 2,261 shares of VNQ stock, worth $201,952. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,261
Holding current value
$201,952
% of portfolio
0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$85.55 - $94.34 $193,428 - $213,302
2,261 New
2,261 $204,000
Q2 2024

Aug 15, 2024
SELL
$78.61 - $85.97 $235 - $257
-3 Reduced 0.14%
2,068 $173,000
Q1 2024

May 15, 2024
SELL
$82.58 - $89.12 $4,789 - $5,168
-58 Reduced 2.72%
2,071 $179,000
Q4 2023

Feb 13, 2024
BUY
$71.05 - $89.54 $151,265 - $190,630
2,129 New
2,129 $188 Million

Others Institutions Holding VNQ

# of Institutions
1,932
Shares Held
234M
Call Options Held
1.45M
Put Options Held
1.28M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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