Ownership history in Simplicity Wealth,LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in VANGUARD STAR FDS (VXUS). 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 Q3 | REDUCED | 2,837 | -1,174 | -29.3% | 0.01% | $208K | $72.14 |
| 2025 Q1 | UNCHANGED | 4,011 | — | 0% | 0.02% | $249K | $60.25 |
| 2024 Q4 | UNCHANGED | 4,011 | — | 0% | 0.05% | $236K | $57.00 |
| 2024 Q3 | REDUCED | 4,011 | -9,582 | -70.5% | 0.02% | $260K | $61.57 |
As of 2025 Q4 — sorted by position size