Dynamic Wealth Strategies, LLC Vanguard Mid Cap ETF Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 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 3,561 shares of VO stock, worth $901,182. This represents 0.77% of its overall portfolio holdings.
Number of Shares
3,561Holding current value
$901,182% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,349Shares Held
195MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.06 Billion1.45% of portfolio
-
Jones Financial Companies Lllp17.9MShares$4.52 Billion1.55% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.21 Billion0.35% of portfolio
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Creative Planning Overland Park, KS8.21MShares$2.08 Billion2.0% of portfolio
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Morgan Stanley New York, NY8.03MShares$2.03 Billion0.15% of portfolio