Simplicity Wealth,Llc Vanguard Mid Cap Value Index F Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,470 shares of VOE stock, worth $429,384. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,470
Previous 6,392
61.36%
Holding current value
$429,384
Previous $1.05 Million
58.99%
% of portfolio
0.03%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,258Shares Held
73MCall Options Held
30.9KPut Options Held
7.7K-
Morgan Stanley New York, NY4.76MShares$827 Million0.05% of portfolio
-
Assetmark, Inc4.41MShares$767 Million1.69% of portfolio
-
Betterment LLC New York, NY4.02MShares$699 Million1.39% of portfolio
-
Bank Of America Corp Charlotte, NC3.04MShares$528 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA2.64MShares$459 Million0.09% of portfolio