Simplicity Wealth,Llc Vanguard Small Cap ETF Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 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 2,193 shares of VB stock, worth $523,271. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,193
Previous 920
138.37%
Holding current value
$523,271
Previous $218,000
141.28%
% of portfolio
0.11%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,320Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.92 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.8 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.75 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.35 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio