Simplicity Wealth,Llc Vanguard Mid Cap ETF Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,902 shares of VO stock, worth $3.7 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,902
Previous 22,287
42.11%
Holding current value
$3.7 Million
Previous $6.24 Million
39.24%
% of portfolio
0.24%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio