Simplicity Wealth,Llc Vanguard Mid Cap ETF Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 7,930 shares of VO stock, worth $2.14 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
7,930
Previous 6,299 25.89%
Holding current value
$2.14 Million
Previous $1.66 Million 26.07%
% of portfolio
0.45%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$261.5 - $284.63 $426,506 - $464,231
1,631 Added 25.89%
7,930 $2.09 Million
Q3 2024

Oct 09, 2024
SELL
$237.84 - $263.83 $88.3 Million - $98 Million
-371,360 Reduced 98.33%
6,299 $1.66 Million
Q2 2024

Jul 10, 2024
BUY
$234.99 - $248.98 $5.47 Million - $5.79 Million
23,259 Added 6.56%
377,659 $91.4 Million
Q1 2024

Apr 24, 2024
BUY
$225.86 - $249.86 $79.7 Million - $88.2 Million
353,063 Added 26407.11%
354,400 $88.6 Million
Q4 2023

Jan 29, 2024
BUY
$195.66 - $233.95 $261,597 - $312,791
1,337 New
1,337 $311,000

Others Institutions Holding VO

# of Institutions
2,287
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email