Simplicity Wealth,Llc Vanguard S&P Mid Cap 400 ETF Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	BUY	$95.6 - $102.96 $10,707 - $11,531	112 Added 0.87%	12,969 $1.29 Million
Q1 2024 Apr 24, 2024	BUY	$90.9 - $103.01 $1.17 Million - $1.32 Million	12,857 New	12,857 $1.32 Million

Others Institutions Holding IVOO

# of Institutions

270

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.24M
Shares

$132 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$108 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$96.1 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$82 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$65.3 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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