Simplicity Wealth,Llc Vanguard Whitehall Fds (Vangua Transaction History

Simplicity Wealth,Llc

  • $1.04 Billion
  • Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Simplicity Wealth,Llc holds 24,418 shares of VYM stock, worth $3.12 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
24,418
Previous 26,180 6.73%
Holding current value
$3.12 Million
Previous $3.1 Million 0.84%
% of portfolio
0.3%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$117.9 - $128.2 $207,739 - $225,888
-1,762 Reduced 6.73%
24,418 $3.13 Million
Q2 2024

Jul 10, 2024
BUY
$114.71 - $121.51 $780,372 - $826,632
6,803 Added 35.11%
26,180 $3.1 Million
Q1 2024

Apr 24, 2024
BUY
$109.98 - $120.99 $1.37 Million - $1.5 Million
12,429 Added 178.89%
19,377 $2.34 Million
Q4 2023

Jan 29, 2024
BUY
$98.71 - $111.84 $204,230 - $231,396
2,069 Added 42.41%
6,948 $775,000
Q3 2023

Oct 19, 2023
BUY
$103.32 - $110.34 $504,098 - $538,348
4,879 New
4,879 $504,000
Q1 2023

Apr 27, 2023
SELL
$100.82 - $111.44 $59,987 - $66,306
-595 Reduced 21.63%
2,156 $227,000
Q4 2022

Feb 15, 2023
BUY
$96.14 - $113.15 $264,481 - $311,275
2,751 New
2,751 $297,000

Others Institutions Holding VYM

# of Institutions
1,800
Shares Held
179M
Call Options Held
1.89M
Put Options Held
525K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
Track This Portfolio

Track Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,Llc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email