Simplicity Wealth,Llc Vanguard Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard stock. As of the latest transaction made, Simplicity Wealth,Llc holds 84,085 shares of VGSH stock, worth $4.94 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

84,085

Previous 139,514 39.73%

Holding current value

$4.94 Million

Previous $8.2 Million 39.63%

% of portfolio

0.31%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$58.43 - $58.88 $3.24 Million - $3.26 Million	-55,429 Reduced 39.73%	84,085 $4.95 Million
Q2 2025 Jul 22, 2025	BUY	$58.32 - $58.95 $4.2 Million - $4.25 Million	72,045 Added 106.78%	139,514 $8.2 Million
Q1 2025 Apr 14, 2025	BUY	$58.07 - $58.69 $2.87 Million - $2.9 Million	49,440 Added 274.22%	67,469 $3.96 Million
Q4 2024 Feb 07, 2025	SELL	$58.02 - $58.88 $3.93 Million - $3.99 Million	-67,799 Reduced 78.99%	18,029 $1.05 Million
Q3 2024 Oct 09, 2024	SELL	$57.74 - $59.13 $12.9 Million - $13.2 Million	-223,599 Reduced 72.26%	85,828 $5.07 Million

Q2 2024 Jul 10, 2024	SELL	$57.55 - $58.0 $414,187 - $417,426	-7,197 Reduced 2.27%	309,427 $17.9 Million
Q1 2024 Apr 24, 2024	BUY	$57.88 - $58.54 $14.2 Million - $14.3 Million	244,506 Added 339.04%	316,624 $18.4 Million
Q4 2023 Jan 29, 2024	SELL	$57.34 - $58.41 $155,678 - $158,583	-2,715 Reduced 3.63%	72,118 $4.21 Million
Q3 2023 Oct 19, 2023	BUY	$57.47 - $57.91 $22,873 - $23,048	398 Added 0.53%	74,833 $4.31 Million
Q2 2023 Jul 26, 2023	BUY	$57.72 - $58.69 $747,358 - $759,918	12,948 Added 21.06%	74,435 $4.3 Million
Q1 2023 Apr 27, 2023	BUY	$57.32 - $58.77 $838,878 - $860,098	14,635 Added 31.24%	61,487 $3.6 Million
Q4 2022 Feb 15, 2023	BUY	$57.38 - $58.13 $1.18 Million - $1.19 Million	20,487 Added 77.71%	46,852 $2.71 Million
Q3 2022 Oct 12, 2022	BUY	$57.67 - $59.08 $1.52 Million - $1.56 Million	26,365 New	26,365 $1.52 Million

Others Institutions Holding VGSH

# of Institutions

1,062

Shares Held

267M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Simplicity Wealth,Llc Vanguard Transaction History