Ownership history in Simplicity Wealth,LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 95,049 | -6,793 | -6.7% | 3.55% | $59.6M | $627.13 |
| 2025 Q3 | REDUCED | 101,842 | -19,079 | -15.8% | 3.61% | $62.4M | $610.65 |
| 2025 Q2 | ADDED | 120,921 | +27,385 | +29.3% | 2.86% | $68.7M | $564.81 |
| 2025 Q1 | ADDED | 93,536 | +13,160 | +16.4% | 3.74% | $48.1M | $509.43 |
As of 2025 Q4 — sorted by position size