Number of Shares
340,242.00
Current Holdings Value*
$79.15 Mil
% of Portfolio
2.16%
Total Estimate Gain
$26.75 Mil
% of Total Estimate Gain
24.98%

Simplicity Solutions, LLC's Vanguard Mid-Cap ETF Holding Summary

As of 2023-12-31, Simplicity Solutions, LLC held 340,242.00 shares of Vanguard Mid-Cap ETF(VO), totaling $79.15 Mil. This investment constitutes 2.16% of their stock portfolio, and Simplicity Solutions, LLC now holds 0.14% of the outstanding Vanguard Mid-Cap ETF(VO) stock.

The initial trade took place in 2018Q2. And since then Simplicity Solutions, LLC has made 16 purchases of VO, at an average price of $209.62, for a total of 510,989.00 shares. In addition, there have been 5 sales at an average price of $216.63 for 170,747.00 shares. Based on historical transaction data and VO's current price of $284.74, Simplicity Solutions, LLC's estimated gain on his VO holdings is $26.75 Mil, reflecting a 24.98% gain to date.

Simplicity Solutions, LLC VO ($284.74) Holding Chart

Simplicity Solutions, LLC VO ($284.74) 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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