Simplicity Wealth,Llc Vanguard Global Ex U.S. Real Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Global Ex U.S. Real stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,904 shares of VNQI stock, worth $192,334. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,904

Holding current value

$192,334

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$40.45 - $47.24 $198,366 - $231,664	4,904 New	4,904 $230,000

Others Institutions Holding VNQI

# of Institutions

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$603 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$468 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$238 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$55.4 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$54.3 Million
0.33% of portfolio

View Full List

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
Sector ETFs
Industry ETFs

More about VNQI

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 Global Ex U.S. Real Transaction History