Simplicity Wealth,Llc Vanguard Mid Cap ETF Transaction History
Simplicity Wealth,Llc
- $4.15 Billion
- Q1 2024
A detailed history of Simplicity Wealth,Llc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 354,400 shares of VO stock, worth $86.7 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
354,400
Previous 1,337
26407.11%
Holding current value
$86.7 Million
Previous $311,000
28372.67%
% of portfolio
2.13%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
1,957Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.77 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.85 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.56 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.02 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.76 Billion0.15% of portfolio