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Disclosery

Simplicity Solutions, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Solutions, LLC on VUG, newest first. How the timeline and the estimate are built.

Simplicity Solutions, LLC held 21,733 VUG shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 21,733 shares
    Change vs previous 13F +2,977 shares

    0.18% of the 13F portfolio, value $6,756,103.

    13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 18,756 shares
    Change vs previous 13F -30,611 shares

    0.16% of the 13F portfolio, value $5,107,353.

    13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 49,367 shares
    Change vs previous 13F +1,540 shares

    0.38% of the 13F portfolio, value $13,968,906.

    13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 47,827 shares
    Change vs previous 13F +44,698 shares

    0.31% of the 13F portfolio, value $11,929,882.

    13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 3,129 shares
    Change vs previous 13F -1,620 shares

    0.09% of the 13F portfolio, value $666,821.

    13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 4,749 shares
    Change vs previous 13F -423 shares

    0.15% of the 13F portfolio, value $1,016,000.

    13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 5,172 shares
    Change vs previous 13F +2,053 shares

    0.15% of the 13F portfolio, value $1,153,000.

    13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 3,119 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $897,000.

    13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).