Simplicity Wealth,Llc Vanguard Growth ETF Transaction History
Simplicity Wealth,Llc
- $1.59 Billion
- Q3 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,776 shares of VUG stock, worth $1.83 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,776
Previous 3,474
8.69%
Holding current value
$1.83 Million
Previous $1.52 Million
18.91%
% of portfolio
0.11%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio