Dynamic Wealth Strategies, LLC Vanguard Growth ETF Transaction History
Dynamic Wealth Strategies, LLC
- $123 Million
- Q3 2024
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 1,746 shares of VUG stock, worth $704,458. This represents 0.55% of its overall portfolio holdings.
Number of Shares
1,746
Previous 1,794
2.68%
Holding current value
$704,458
Previous $671,000
0.15%
% of portfolio
0.55%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.34 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.57 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio