Simplicity Wealth,Llc Vanguard Small Cap ETF Transaction History
Simplicity Wealth,Llc
- $1.2 Billion
- Q1 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 6,028 shares of VB stock, worth $1.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,028
Previous 2,193
174.87%
Holding current value
$1.34 Million
Previous $526,000
153.8%
% of portfolio
0.11%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,338Shares Held
162MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.5 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.67 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.63 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.26 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.17 Billion0.42% of portfolio