Dynamic Wealth Strategies, LLC Vanguard Growth ETF Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 808 shares of VUG stock, worth $368,270. This represents 0.25% of its overall portfolio holdings.
Number of Shares
808
Previous 808
-0.0%
Holding current value
$368,270
Previous $331,000
9.67%
% of portfolio
0.25%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,746Shares Held
267MCall Options Held
306KPut Options Held
295K-
Bank Of America Corp Charlotte, NC48.5MShares$22.1 Billion1.48% of portfolio
-
Jones Financial Companies Lllp32.3MShares$14.7 Billion10.76% of portfolio
-
Morgan Stanley New York, NY14MShares$6.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.7 Billion1.09% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.3MShares$3.33 Billion5.82% of portfolio