Dynamic Wealth Strategies, LLC Vanguard Value ETF Transaction History
Dynamic Wealth Strategies, LLC
- $112 Million
- Q4 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 67,415 shares of VTV stock, worth $11.8 Million. This represents 10.18% of its overall portfolio holdings.
Number of Shares
67,415
Previous 67,422
0.01%
Holding current value
$11.8 Million
Previous $11.8 Million
3.03%
% of portfolio
10.18%
Previous 9.6%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,536Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.4 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.31 Billion0.42% of portfolio