Mosaic Family Wealth Partners, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,554 shares of IVOV stock, worth $520,243. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,554

Previous 5,404 2.78%

Holding current value

$520,243

Previous $517 Million 2.6%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.54 - $104.98 $14,181 - $15,747	150 Added 2.78%	5,554 $531 Million
Q3 2024 Nov 13, 2024	BUY	$86.19 - $95.75 $34,648 - $38,491	402 Added 8.04%	5,404 $517 Million
Q1 2024 Jun 13, 2024	SELL	$83.49 - $90.8 $4,174 - $4,540	-50 Reduced 0.99%	5,002 $454 Million
Q4 2023 Jan 29, 2024	BUY	$71.8 - $88.58 $6,103 - $7,529	85 Added 1.71%	5,052 $440 Million
Q2 2023 Aug 08, 2023	SELL	$74.86 - $82.32 $11,303 - $12,430	-151 Reduced 2.95%	4,967 $409 Million
Q1 2023 Apr 10, 2023	BUY	$74.3 - $176.9 $190,133 - $452,687	2,559 Added 100.0%	5,118 $403 Million
Q4 2022 Feb 14, 2023	BUY	$70.88 - $164.78 $181,381 - $421,672	2,559 New	2,559 $393 Million

Others Institutions Holding IVOV

# of Institutions

151

Shares Held

4.62M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
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Mosaic Family Wealth Partners, LLC Vanguard S&P Mid Cap 400 Value Transaction History