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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$214.77 - $237.72 $11.4 Million - $12.6 Million
-53,136 Reduced 98.3%
920 $218,000
Q2 2024

Jul 10, 2024

SELL
$210.76 - $226.94 $26,977 - $29,048
-128 Reduced 0.24%
54,056 $11.8 Million
Q1 2024

Apr 24, 2024

BUY
$204.0 - $228.59 $11.1 Million - $12.4 Million
54,184 New
54,184 $12.4 Million

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.