Dynamic Wealth Strategies, LLC Vanguard Small Cap Growth ETF Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 20 shares of VBK stock, worth $5,834. This represents 0.0% of its overall portfolio holdings.
Number of Shares
20
Previous 20
-0.0%
Holding current value
$5,834
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VBK
# of Institutions
1,278Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio