Dynasty Wealth Management, LLC Vanguard Transaction History

Dynasty Wealth Management, LLC

  • $5.8 Trillion
  • Q4 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 111,879 shares of VGSH stock, worth $6.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
111,879
Previous 236,657 52.73%
Holding current value
$6.5 Million
Previous $14 Billion 53.4%
% of portfolio
0.11%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$58.02 - $58.88 $7.24 Million - $7.35 Million
-124,778 Reduced 52.73%
111,879 $6.51 Billion
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
955
Shares Held
257M
Call Options Held
21.5K
Put Options Held
6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email