Simplicity Wealth,Llc Vanguard Dividend Appreciation Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,209 shares of VIG stock, worth $584,519. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,209

Previous 5,887 45.49%

Holding current value

$584,519

Previous $1.07 Million 45.52%

% of portfolio

0.13%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	N/A	-2,678 Reduced 45.49%	3,209 $584,000
Q3 2024 Oct 09, 2024	SELL	$182.15 - $182.15 $1.93 Million - $1.93 Million	-10,574 Reduced 64.24%	5,887 $1.07 Million
Q2 2024 Jul 10, 2024	SELL	$173.33 - $185.29 $7.75 Million - $8.29 Million	-44,717 Reduced 73.09%	16,461 $3 Million
Q1 2024 Apr 24, 2024	BUY	$168.47 - $182.98 $9.8 Million - $10.6 Million	58,178 Added 1939.27%	61,178 $11.2 Million
Q4 2023 Jan 29, 2024	BUY	$150.16 - $171.16 $130,639 - $148,909	870 Added 40.85%	3,000 $511,000
Q3 2023 Oct 19, 2023	SELL	$155.38 - $166.95 $3,262 - $3,505	-21 Reduced 0.98%	2,130 $330,000
Q2 2023 Jul 26, 2023	BUY	$152.74 - $162.43 $101,419 - $107,853	664 Added 44.65%	2,151 $349,000
Q1 2023 Apr 27, 2023	BUY	$147.24 - $158.33 $218,945 - $235,436	1,487 New	1,487 $229,000

Others Institutions Holding VIG

# of Institutions

2,484

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

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.

Account

Simplicity Wealth,Llc Vanguard Dividend Appreciation Transaction History