Simplicity Wealth,Llc Vanguard Russell 2000 ETF Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	SELL	$81.17 - $90.77 $62,744 - $70,165	-773 Reduced 4.66%	15,807 $1.41 Million
Q2 2024 Jul 10, 2024	SELL	$77.95 - $84.63 $1.72 Million - $1.87 Million	-22,066 Reduced 57.1%	16,580 $1.36 Million
Q1 2024 Apr 24, 2024	SELL	$76.54 - $85.06 $285,111 - $316,848	-3,725 Reduced 8.79%	38,646 $3.29 Million
Q4 2023 Jan 29, 2024	SELL	$65.62 - $82.7 $857,850 - $1.08 Million	-13,073 Reduced 23.58%	42,371 $3.44 Million
Q3 2023 Oct 19, 2023	BUY	$70.52 - $80.31 $42,735 - $48,667	606 Added 1.11%	55,444 $3.96 Million
Q2 2023 Jul 26, 2023	SELL	$68.85 - $76.12 $109,127 - $120,650	-1,585 Reduced 2.81%	54,838 $4.15 Million
Q1 2023 Apr 27, 2023	BUY	$68.74 - $80.05 $874,235 - $1.02 Million	12,718 Added 29.1%	56,423 $4.07 Million
Q4 2022 Feb 15, 2023	BUY	$67.44 - $75.98 $2.95 Million - $3.32 Million	43,705 New	43,705 $3.08 Million

Others Institutions Holding VTWO

# of Institutions

640

Shares Held

82.5M

Call Options Held

83.7K

Put Options Held

67K

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
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