Simplicity Wealth,Llc Vanguard Index Fds S&P 500 ETF Transaction History

Simplicity Wealth,Llc

  • $1.2 Billion
  • Q1 2025

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 93,536 shares of VOO stock, worth $51.3 Million. This represents 3.98% of its overall portfolio holdings.

Number of Shares
93,536
Previous 80,376 16.37%
Holding current value
$51.3 Million
Previous $43.3 Million 10.4%
% of portfolio
3.98%
Previous 9.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$507.05 - $563.67 $6.67 Million - $7.42 Million
13,160 Added 16.37%
93,536 $47.8 Million
Q4 2024

Feb 07, 2025
SELL
$521.84 - $558.82 $467,046 - $500,143
-895 Reduced 1.1%
80,376 $43.3 Million
Q3 2024

Oct 09, 2024
SELL
$475.2 - $527.7 $14.1 Million - $15.7 Million
-29,715 Reduced 26.77%
81,271 $42.9 Million
Q2 2024

Jul 10, 2024
SELL
$455.1 - $504.28 $11.3 Million - $12.5 Million
-24,839 Reduced 18.29%
110,986 $55.5 Million
Q1 2024

Apr 24, 2024
BUY
$429.43 - $481.35 $55.3 Million - $62 Million
128,746 Added 1818.7%
135,825 $65.3 Million
Q4 2023

Jan 29, 2024
BUY
$377.32 - $438.19 $930,848 - $1.08 Million
2,467 Added 53.49%
7,079 $3.09 Million
Q3 2023

Oct 19, 2023
BUY
$392.7 - $420.68 $210,879 - $225,905
537 Added 13.18%
4,612 $1.81 Million
Q2 2023

Jul 26, 2023
BUY
$371.44 - $407.28 $4,085 - $4,480
11 Added 0.27%
4,075 $1.66 Million
Q1 2023

Apr 27, 2023
SELL
$348.66 - $382.94 $792,852 - $870,805
-2,274 Reduced 35.88%
4,064 $1.53 Million
Q4 2022

Feb 15, 2023
BUY
$327.64 - $374.54 $1.68 Million - $1.92 Million
5,135 Added 426.85%
6,338 $2.23 Million
Q3 2022

Oct 12, 2022
BUY
$328.3 - $395.04 $394,944 - $475,233
1,203 New
1,203 $395,000

Others Institutions Holding VOO

# of Institutions
3,636
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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