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

998

88.1M

149K

44.9K

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

Stay updated on Simplicity Wealth,Llc with notifications on news.