Simplicity Wealth,Llc Vanguard Total World Stk Index Transaction History

Simplicity Wealth,Llc

$1.59 Billion
Q3 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Simplicity Wealth,Llc holds 5,665 shares of VT stock, worth $788,794. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,665

Previous 9,462 40.13%

Holding current value

$788,794

Previous $1.22 Million 35.86%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$128.41 - $138.03 $487,572 - $524,099	-3,797 Reduced 40.13%	5,665 $780,000
Q2 2025 Jul 22, 2025	BUY	$103.16 - $128.52 $976,099 - $1.22 Million	9,462 New	9,462 $1.22 Million
Q2 2024 Jul 10, 2024	BUY	$104.94 - $113.51 $2.05 Million - $2.22 Million	19,581 Added 4.02%	506,492 $57 Million
Q1 2024 Apr 24, 2024	BUY	$100.68 - $110.5 $49 Million - $53.8 Million	486,911 New	486,911 $53.8 Million
Q3 2022 Oct 12, 2022	BUY	$78.88 - $94.48 $4,022 - $4,818	51 Added 2.03%	2,569 $203,000

Q2 2022 Jul 19, 2022	SELL	$83.88 - $102.77 $448,086 - $548,997	-5,342 Reduced 67.96%	2,518 $215,000
Q1 2022 May 20, 2022	SELL	$93.8 - $108.09 $381,672 - $439,818	-4,069 Reduced 34.11%	7,860 $796,000
Q4 2021 Feb 25, 2022	BUY	$101.45 - $109.23 $1.21 Million - $1.3 Million	11,929 New	11,929 $1.28 Million

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
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Simplicity Wealth,Llc Vanguard Total World Stk Index Transaction History