Simplicity Wealth,Llc Vanguard Value ETF Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,254 shares of VTV stock, worth $749,895. This represents 0.16% of its overall portfolio holdings.
Number of Shares
4,254
Previous 5,525
23.0%
Holding current value
$749,895
Previous $964,000
25.31%
% of portfolio
0.16%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,526Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.49 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.54 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.33 Billion0.42% of portfolio