Simplicity Wealth,Llc Vanguard Intermediate Term Cor Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	SELL	$79.29 - $84.02 $14,510 - $15,375	-183 Reduced 5.16%	3,361 $281,000
Q2 2024 Jul 10, 2024	SELL	$77.99 - $80.49 $2,183 - $2,253	-28 Reduced 0.78%	3,544 $283,000
Q1 2024 Apr 24, 2024	BUY	$79.39 - $81.28 $17,386 - $17,800	219 Added 6.53%	3,572 $287,000
Q4 2023 Jan 29, 2024	BUY	$73.81 - $81.64 $247,484 - $273,738	3,353 New	3,353 $272,000
Q2 2023 Jul 26, 2023	BUY	$78.33 - $80.78 $262,797 - $271,016	3,355 New	3,355 $265,000
Q3 2022 Oct 12, 2022	BUY	$74.85 - $82.96 $1,272 - $1,410	17 Added 0.35%	4,831 $366,000
Q2 2022 Jul 19, 2022	SELL	$78.1 - $85.93 $604,025 - $664,582	-7,734 Reduced 61.64%	4,814 $385,000
Q1 2022 May 20, 2022	SELL	$85.05 - $92.24 $1.11 Million - $1.2 Million	-12,993 Reduced 50.87%	12,548 $1.08 Million
Q4 2021 Feb 25, 2022	BUY	$92.55 - $94.67 $2.36 Million - $2.42 Million	25,541 New	25,541 $2.37 Million

Others Institutions Holding VCIT

# of Institutions

1,275

Shares Held

496M

Call Options Held

29K

Put Options Held

7.8K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

92.8M
Shares

$7.58 Billion
3.01% of portfolio
Bank Of America Corp Charlotte, NC

63.7M
Shares

$5.2 Billion
0.44% of portfolio
Jpmorgan Chase & CO New York, NY

50.2M
Shares

$4.1 Billion
0.33% of portfolio
Creative Planning Overland Park, KS

24.6M
Shares

$2.01 Billion
1.93% of portfolio
Prudential PLC London, England, X0

19.8M
Shares

$1.62 Billion
8.12% of portfolio

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
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