Simplicity Wealth,Llc Vanguard Value ETF Transaction History

Simplicity Wealth,Llc

$4.15 Billion
Q1 2024

A detailed history of Simplicity Wealth,Llc transactions in Vanguard Value ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 563,913 shares of VTV stock, worth $92.3 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares

563,913

Holding current value

$92.3 Million

% of portfolio

2.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$147.46 - $162.86 $83.2 Million - $91.8 Million	563,913 New	563,913 $91.8 Million

Others Institutions Holding VTV

# of Institutions

2,145

Shares Held

493M

Call Options Held

259K

Put Options Held

44.5K

Bank Of America Corp Charlotte, NC

112M
Shares

$18.3 Billion
1.72% of portfolio
Jones Financial Companies Lllp

49.1M
Shares

$8.04 Billion
10.91% of portfolio
Morgan Stanley New York, NY

28.9M
Shares

$4.73 Billion
0.38% of portfolio
Envestnet Asset Management Inc

19.7M
Shares

$3.22 Billion
1.22% of portfolio
Ubs Group Ag

12.5M
Shares

$2.05 Billion
0.51% of portfolio

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About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Simplicity Wealth,Llc Vanguard Value ETF Transaction History