Dynamic Wealth Strategies, LLC VO Holdings History
Dynamic Wealth Strategies, LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Dynamic Wealth Strategies, LLC held 3,561.00 shares of Vanguard Mid-Cap ETF(VO), totaling $920,950.00. This investment constitutes 0.77% of their stock portfolio, and Dynamic Wealth Strategies, LLC now holds 0% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2025Q1. And since then Dynamic Wealth Strategies, LLC has made 1 purchases of VO, at an average price of $268.43, for a total of 3,561.00 shares. Based on historical transaction data and VO's current price of $280.88, Dynamic Wealth Strategies, LLC's estimated gain on his VO holdings is $44,334.45, reflecting a 4.64% gain to date.
Dynamic Wealth Strategies, LLC VO ($280.88) Holding Chart
Dynamic Wealth Strategies, LLC VO ($280.88) 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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