Simplicity Wealth,Llc Vanguard Total World Stk Index Transaction History

Simplicity Wealth,Llc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$104.94 - $113.51 $2.05 Million - $2.22 Million	19,581 Added 4.02%	506,492 $57 Million
Q1 2024 Apr 24, 2024	BUY	$100.68 - $110.5 $49 Million - $53.8 Million	486,911 New	486,911 $53.8 Million
Q3 2022 Oct 12, 2022	BUY	$78.88 - $94.48 $4,022 - $4,818	51 Added 2.03%	2,569 $203,000
Q2 2022 Jul 19, 2022	SELL	$83.88 - $102.77 $448,086 - $548,997	-5,342 Reduced 67.96%	2,518 $215,000
Q1 2022 May 20, 2022	SELL	$93.8 - $108.09 $381,672 - $439,818	-4,069 Reduced 34.11%	7,860 $796,000
Q4 2021 Feb 25, 2022	BUY	$101.45 - $109.23 $1.21 Million - $1.3 Million	11,929 New	11,929 $1.28 Million

1,002

88.9M

149K

44.9K

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