Dynasty Wealth Management, LLC Vanguard Growth ETF Transaction History
Dynasty Wealth Management, LLC
- $3.31 Trillion
- Q3 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 419,106 shares of VUG stock, worth $171 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
419,106Holding current value
$171 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.9 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.47 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.65 Billion0.39% of portfolio
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Envestnet Asset Management Inc8.27MShares$3.39 Billion1.05% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.3 Billion6.36% of portfolio