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Dynamic Wealth Strategies, LLC → GS-PD

Dynamic Wealth Strategies, LLC GS-PD Position History

GS-PD

Quarters held
5
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q4 2025$3.6M
Q1 2026$3.5M
Q2 2026$4.1M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M28.6K——
Q2 2026$4.1M28.6K——
Q1 2026$3.5M27.8K——
Q4 2025$3.6M27.2K——
Q3 2025$3.2M24.4K——

Other funds holding GS-PD

Other Dynamic Wealth Strategies, LLC positions

VGES

VANGUARD TOTAL BOND MARKET ETF

$16.6M
VGES

VANGUARD TOTAL BOND MARKET ETF

$16.6M
VGES

VANGUARD TOTAL BOND MARKET ETF

$16.2M
VGES

VANGUARD TOTAL BOND MARKET ETF

$15.5M
VGES

VANGUARD SHORT-TERM TREASURY ETF

$15M
VGES

VANGUARD VALUE ETF

$12.7M
VGES

VANGUARD MORNINGSTAR VALUE ETF

$12.5M
ETHA

ISHARES 0-3 MONTH TREASURY BOND ETF

$12.2M
Dynamic Wealth Strategies, LLC GS-PD Holdings: 13F Position History | Track13F