Simplicity Wealth,Llc Vanguard Small Cap ETF Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 2,193 shares of VB stock, worth $535,903. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,193
Previous 920
138.37%
Holding current value
$535,903
Previous $218,000
141.28%
% of portfolio
0.11%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,255Shares Held
157MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.13 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.79 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.39 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio