Dynamic Wealth Strategies, LLC Vanguard Growth ETF Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 821 shares of VUG stock, worth $396,969. This represents 0.26% of its overall portfolio holdings.
Number of Shares
821
Previous 808
1.61%
Holding current value
$396,969
Previous $354,000
11.02%
% of portfolio
0.26%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,911Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio