Dynamic Wealth Strategies, LLC Vanguard Small Cap Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 63 shares of VBR stock, worth $12,943. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63
Previous 63
-0.0%
Holding current value
$12,943
Previous $12,000
8.33%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,800Shares Held
91.3MCall Options Held
70.1KPut Options Held
8.2K-
Bank Of America Corp Charlotte, NC15.4MShares$3.17 Billion0.23% of portfolio
-
Assetmark, Inc4.27MShares$876 Million1.95% of portfolio
-
Morgan Stanley New York, NY3.83MShares$787 Million0.05% of portfolio
-
Betterment LLC New York, NY3.1MShares$637 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA1.78MShares$365 Million0.07% of portfolio