Dynasty Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Dynasty Wealth Management, LLC
- $5.8 Trillion
- Q4 2024
A detailed history of Dynasty Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 33,815 shares of VB stock, worth $8.1 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
33,815
Previous 33,518
0.89%
Holding current value
$8.1 Million
Previous $7.95 Billion
2.19%
% of portfolio
0.14%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,318Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.95 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.81 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.76 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.36 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio