Dynamic Wealth Strategies, LLC VMBS Holdings History
Dynamic Wealth Strategies, LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 81,573.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $3.78 Mil. This investment constitutes 3.14% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0.02% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2024Q1. And since then Dynamic Wealth Strategies, LLC has made 3 purchases of VMBS, at an average price of $45.70, for a total of 82,955.00 shares. In addition, there have been 2 sales at an average price of $45.09 for 1,382.00 shares. Based on historical transaction data and VMBS's current price of $45.83, Dynamic Wealth Strategies, LLC's estimated gain on his VMBS holdings is $9,761.13, reflecting a 0.26% gain to date.
Dynamic Wealth Strategies, LLC VMBS ($45.83) Holding Chart
Dynamic Wealth Strategies, LLC VMBS ($45.83) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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