Simplicity Wealth,Llc Vanguard Index Fds S&P 500 ETF Transaction History

Simplicity Wealth,Llc

$1.2 Billion
Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 93,536 shares of VOO stock, worth $46.2 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares

93,536

Previous 80,376 16.37%

Holding current value

$46.2 Million

Previous $43.3 Million 10.4%

% of portfolio

3.98%

Previous 9.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$507.05 - $563.67 $6.67 Million - $7.42 Million	13,160 Added 16.37%	93,536 $47.8 Million
Q4 2024 Feb 07, 2025	SELL	$521.84 - $558.82 $467,046 - $500,143	-895 Reduced 1.1%	80,376 $43.3 Million
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $14.1 Million - $15.7 Million	-29,715 Reduced 26.77%	81,271 $42.9 Million
Q2 2024 Jul 10, 2024	SELL	$455.1 - $504.28 $11.3 Million - $12.5 Million	-24,839 Reduced 18.29%	110,986 $55.5 Million
Q1 2024 Apr 24, 2024	BUY	$429.43 - $481.35 $55.3 Million - $62 Million	128,746 Added 1818.7%	135,825 $65.3 Million
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $930,848 - $1.08 Million	2,467 Added 53.49%	7,079 $3.09 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $210,879 - $225,905	537 Added 13.18%	4,612 $1.81 Million
Q2 2023 Jul 26, 2023	BUY	$371.44 - $407.28 $4,085 - $4,480	11 Added 0.27%	4,075 $1.66 Million
Q1 2023 Apr 27, 2023	SELL	$348.66 - $382.94 $792,852 - $870,805	-2,274 Reduced 35.88%	4,064 $1.53 Million
Q4 2022 Feb 15, 2023	BUY	$327.64 - $374.54 $1.68 Million - $1.92 Million	5,135 Added 426.85%	6,338 $2.23 Million
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $394,944 - $475,233	1,203 New	1,203 $395,000

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Simplicity Wealth,Llc Vanguard Index Fds S&P 500 ETF Transaction History