Simplicity Wealth,Llc Vanguard Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard stock. As of the latest transaction made, Simplicity Wealth,Llc holds 139,514 shares of VGSH stock, worth $8.21 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
139,514
Previous 67,469
106.78%
Holding current value
$8.21 Million
Previous $3.96 Million
107.02%
% of portfolio
0.36%
Previous 0.33%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio