Simplicity Wealth,Llc Vanguard Mega Cap Value Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,084 shares of MGV stock, worth $842,512. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,084
Previous 17,244
64.72%
Holding current value
$842,512
Previous $2.26 Million
62.95%
% of portfolio
0.05%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
562Shares Held
55.3MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio