Dynamic Wealth Strategies, LLC Vanguard Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $117 Million
- Q1 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 69,427 shares of VTV stock, worth $11.6 Million. This represents 9.66% of its overall portfolio holdings.
Number of Shares
69,427
Previous 70,982
2.19%
Holding current value
$11.6 Million
Previous $10.6 Billion
99.89%
% of portfolio
9.66%
Previous 9.77%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,167Shares Held
493MCall Options Held
259KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC112MShares$18.6 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$8.19 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.82 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.28 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.08 Billion0.51% of portfolio