Dynamic Wealth Strategies, LLC Vanguard Growth ETF Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 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 1,794 shares of VUG stock, worth $732,095. This represents 0.58% of its overall portfolio holdings.
Number of Shares
1,794
Previous 1,794
-0.0%
Holding current value
$732,095
Previous $617,000
8.75%
% of portfolio
0.58%
Previous 0.53%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,323Shares Held
243MCall Options Held
196KPut Options Held
135K-
Bank Of America Corp Charlotte, NC43.1MShares$17.6 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$9.37 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.55 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.51 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.38 Billion1.05% of portfolio