Dynamic Wealth Strategies, LLC Vanguard Value ETF Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 67,422 shares of VTV stock, worth $11.5 Million. This represents 9.6% of its overall portfolio holdings.

Number of Shares
67,422
Previous 68,214 1.16%
Holding current value
$11.5 Million
Previous $10.9 Million 7.57%
% of portfolio
9.6%
Previous 9.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$159.75 - $174.57 $126,522 - $138,259
-792 Reduced 1.16%
67,422 $11.8 Million
Q2 2024

Aug 15, 2024
SELL
$154.57 - $163.65 $187,493 - $198,507
-1,213 Reduced 1.75%
68,214 $10.9 Million
Q1 2024

May 15, 2024
SELL
$147.46 - $162.86 $229,300 - $253,247
-1,555 Reduced 2.19%
69,427 $11.3 Million
Q4 2023

Feb 13, 2024
BUY
$131.82 - $149.95 $9.36 Million - $10.6 Million
70,982 New
70,982 $10.6 Billion

Others Institutions Holding VTV

# of Institutions
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

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