Dynasty Wealth Management, LLC Vanguard Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 236,657 shares of VGSH stock, worth $13.7 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
236,657
Previous 213,829 10.68%
Holding current value
$13.7 Million
Previous $12.4 Billion 12.64%
% of portfolio
0.42%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$57.74 - $59.13 $1.32 Million - $1.35 Million
22,828 Added 10.68%
236,657 $14 Billion
Q2 2024

Aug 12, 2024
SELL
$57.55 - $58.0 $14 Million - $14.1 Million
-243,359 Reduced 53.23%
213,829 $12.4 Billion
Q1 2024

May 15, 2024
BUY
$57.88 - $58.54 $26.5 Million - $26.8 Million
457,188 New
457,188 $26.5 Billion

Others Institutions Holding VGSH

# of Institutions
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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