Simplicity Wealth,Llc Vanguard Whitehall Fds (Vangua Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 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 1,754 shares of VYM stock, worth $232,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,754

Previous 24,418 92.82%

Holding current value

$232,089

Previous $3.13 Million 92.88%

% of portfolio

0.05%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$126.68 - $134.74 $2.87 Million - $3.05 Million	-22,664 Reduced 92.82%	1,754 $223,000
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

1,881

Shares Held

187M

Call Options Held

1.79M

Put Options Held

394K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Simplicity Wealth,Llc Vanguard Whitehall Fds (Vangua Transaction History