Number of Shares
563,696.00
Current Holdings Value*
$122.97 Mil
% of Portfolio
3.36%
Total Estimate Gain
$65.13 Mil
% of Total Estimate Gain
45.33%

Simplicity Solutions, LLC's Vanguard Large Cap ETF Holding Summary

As of 2023-12-31, Simplicity Solutions, LLC held 563,696.00 shares of Vanguard Large Cap ETF(VV), totaling $122.97 Mil. This investment constitutes 3.36% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.41% of the outstanding Vanguard Large Cap ETF(VV) stock.

The initial trade took place in 2020Q1. And since then Simplicity Solutions, LLC has made 12 purchases of VV, at an average price of $182.65, for a total of 786,606.00 shares. In addition, there have been 4 sales at an average price of $203.52 for 222,910.00 shares. Based on historical transaction data and VV's current price of $289.94, Simplicity Solutions, LLC's estimated gain on his VV holdings is $65.13 Mil, reflecting a 45.33% gain to date.

Simplicity Solutions, LLC VV ($289.94) Holding Chart

Simplicity Solutions, LLC VV ($289.94) 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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