Simplicity Wealth,Llc Vanguard Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard stock. As of the latest transaction made, Simplicity Wealth,Llc holds 85,828 shares of VGSH stock, worth $5.01 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
85,828
Previous 309,427 72.26%
Holding current value
$5.01 Million
Previous $17.9 Million 71.77%
% of portfolio
0.49%
Previous 0.42%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
931
Shares Held
230M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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