Simplicity Wealth,Llc Vanguard Small Cap ETF Transaction History
Simplicity Wealth,Llc
- $1.04 Billion
- Q3 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 920 shares of VB stock, worth $224,406. This represents 0.02% of its overall portfolio holdings.
Number of Shares
920
Previous 54,056
98.3%
Holding current value
$224,406
Previous $11.8 Million
98.15%
% of portfolio
0.02%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio