A detailed history of Simplicity Wealth,Llc transactions in Vanguard Long Term Treasury Et stock. As of the latest transaction made, Simplicity Wealth,Llc holds 27,689 shares of VGLT stock, worth $1.54 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
27,689
Previous 37,996 27.13%
Holding current value
$1.54 Million
Previous $2.19 Million 22.27%
% of portfolio
0.16%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$56.52 - $63.23 $582,551 - $651,711
-10,307 Reduced 27.13%
27,689 $1.7 Million
Q2 2024

Jul 10, 2024

BUY
$55.25 - $59.25 $46,907 - $50,303
849 Added 2.29%
37,996 $2.19 Million
Q1 2024

Apr 24, 2024

BUY
$57.73 - $61.4 $74,644 - $79,390
1,293 Added 3.61%
37,147 $2.2 Million
Q4 2023

Jan 29, 2024

BUY
$52.05 - $62.44 $163,645 - $196,311
3,144 Added 9.61%
35,854 $2.21 Million
Q3 2023

Oct 19, 2023

BUY
$55.35 - $63.62 $161,788 - $185,961
2,923 Added 9.81%
32,710 $1.82 Million
Q2 2023

Jul 26, 2023

SELL
$62.12 - $66.83 $122,314 - $131,588
-1,969 Reduced 6.2%
29,787 $1.89 Million
Q1 2023

Apr 27, 2023

BUY
$61.35 - $66.86 $463,069 - $504,659
7,548 Added 31.18%
31,756 $2.08 Million
Q4 2022

Feb 15, 2023

BUY
$57.38 - $66.98 $705,372 - $823,385
12,293 Added 103.17%
24,208 $1.49 Million
Q3 2022

Oct 12, 2022

BUY
$62.05 - $73.26 $739,325 - $872,892
11,915 New
11,915 $750,000

Others Institutions Holding VGLT

About VANGUARD LONG TERM TREASURY ET


  • Ticker VGLT
  • Sector ETFs
  • Industry ETFs
More about VGLT
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.