Simplicity Wealth,Llc Vanguard Specialized Funds Van Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Simplicity Wealth,Llc holds 55,294 shares of VNQ stock, worth $5.07 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

55,294

Previous 18,641 196.63%

Holding current value

$5.07 Million

Previous $1.67 Million 194.5%

% of portfolio

0.22%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$79.79 - $91.42 $2.92 Million - $3.35 Million	36,653 Added 196.63%	55,294 $4.92 Million
Q1 2025 Apr 14, 2025	BUY	$85.55 - $94.34 $1.13 Million - $1.24 Million	13,156 Added 239.85%	18,641 $1.67 Million
Q4 2024 Feb 07, 2025	SELL	$87.85 - $98.6 $751,908 - $843,917	-8,559 Reduced 60.94%	5,485 $488,000
Q3 2024 Oct 09, 2024	SELL	$82.97 - $98.97 $1.43 Million - $1.7 Million	-17,187 Reduced 55.03%	14,044 $1.37 Million
Q2 2024 Jul 10, 2024	SELL	$78.61 - $85.97 $66,425 - $72,644	-845 Reduced 2.63%	31,231 $2.62 Million
Q1 2024 Apr 24, 2024	BUY	$82.58 - $89.12 $2.65 Million - $2.86 Million	32,076 New	32,076 $2.77 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

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Simplicity Wealth,Llc Vanguard Specialized Funds Van Transaction History