Simplicity Wealth,Llc Vanguard Growth ETF Transaction History
Simplicity Wealth,Llc
- $2.26 Billion
- Q2 2025
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 3,474 shares of VUG stock, worth $1.67 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,474
Previous 6,114
43.18%
Holding current value
$1.67 Million
Previous $2.26 Million
32.73%
% of portfolio
0.07%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,764Shares Held
281MCall Options Held
361KPut Options Held
468K-
Bank Of America Corp Charlotte, NC49.4MShares$23.8 Billion1.63% of portfolio
-
Jones Financial Companies Lllp35.1MShares$16.9 Billion11.72% of portfolio
-
Morgan Stanley New York, NY14.6MShares$7.01 Billion0.43% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC9.19MShares$4.42 Billion0.3% of portfolio
-
Envestnet Asset Management Inc8.13MShares$3.91 Billion1.09% of portfolio