Simplicity Wealth,Llc Vanguard Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard stock. As of the latest transaction made, Simplicity Wealth,Llc holds 67,469 shares of VGSH stock, worth $3.96 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
67,469
Previous 18,029
274.22%
Holding current value
$3.96 Million
Previous $1.05 Million
277.77%
% of portfolio
0.33%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
1,002Shares Held
253MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio