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

2,489

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Simplicity Wealth,Llc Vanguard Dividend Appreciation Transaction History