Dynasty Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Dynasty Wealth Management, LLC
- $3.39 Trillion
- Q2 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 32,989 shares of VB stock, worth $7.79 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
32,989
Previous 30,610
7.77%
Holding current value
$7.79 Million
Previous $7 Billion
2.8%
% of portfolio
0.21%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,071Shares Held
147MCall Options Held
62.7KPut Options Held
89.1K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio