Dynamic Wealth Strategies, LLC Vanguard Mid Cap ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $138 Million
  • Q2 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,464 shares of VO stock, worth $1.31 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
4,464
Previous 3,561 25.36%
Holding current value
$1.31 Million
Previous $920,000 35.76%
% of portfolio
0.91%
Previous 0.77%

Shares

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

Aug 13, 2025
BUY
$228.54 - $279.83 $206,371 - $252,686
903 Added 25.36%
4,464 $1.25 Million
Q1 2025

May 12, 2025
BUY
$251.87 - $277.95 $896,909 - $989,779
3,561 New
3,561 $920,000

Others Institutions Holding VO

# of Institutions
2,449
Shares Held
211M
Call Options Held
71.5K
Put Options Held
24.9K
View Full List

About VANGUARD MID-CAP ETF

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