Number of Shares
555,546.00
Current Holdings Value*
$83.05 Mil
% of Portfolio
2.27%
Total Estimate Gain
$24.88 Mil
% of Total Estimate Gain
23.65%

Simplicity Solutions, LLC's Vanguard Value ETF Holding Summary

As of 2023-12-31, Simplicity Solutions, LLC held 555,546.00 shares of Vanguard Value ETF(VTV), totaling $83.05 Mil. This investment constitutes 2.27% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.08% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2015Q1. And since then Simplicity Solutions, LLC has made 16 purchases of VTV, at an average price of $130.07, for a total of 808,869.00 shares. In addition, there have been 10 sales at an average price of $123.29 for 253,323.00 shares. Based on historical transaction data and VTV's current price of $177.95, Simplicity Solutions, LLC's estimated gain on his VTV holdings is $24.88 Mil, reflecting a 23.65% gain to date.

Simplicity Solutions, LLC VTV ($177.95) Holding Chart

Simplicity Solutions, LLC VTV ($177.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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