Dynasty Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Dynasty Wealth Management, LLC
- $7.49 Trillion
- Q3 2025
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 1,431 shares of VB stock, worth $357,478. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,431
Previous 33,691
95.75%
Holding current value
$357,478
Previous $7.98 Billion
95.44%
% of portfolio
0.0%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio