Simplicity Wealth,Llc Vanguard Small Cap ETF Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 6,668 shares of VB stock, worth $1.67 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,668
Previous 2,962
125.12%
Holding current value
$1.67 Million
Previous $701,000
141.8%
% of portfolio
0.11%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio