Simplicity Wealth,Llc Vanguard Mid Cap ETF Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 12,902 shares of VO stock, worth $3.77 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
12,902
Previous 22,287
42.11%
Holding current value
$3.77 Million
Previous $6.24 Million
39.24%
% of portfolio
0.24%
Previous 0.28%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio