Mosaic Family Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 31,653 shares of VBR stock, worth $6.46 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
31,653
Previous 31,377 0.88%
Holding current value
$6.46 Million
Previous $5.73 Billion 10.97%
% of portfolio
0.94%
Previous 0.92%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$179.99 - $201.6 $49,677 - $55,641
276 Added 0.88%
31,653 $6.36 Billion
Q2 2024

Aug 06, 2024
BUY
$177.65 - $191.11 $502,749 - $540,841
2,830 Added 9.91%
31,377 $5.73 Billion
Q1 2024

Jun 13, 2024
BUY
$172.45 - $191.88 $324,378 - $360,926
1,881 Added 7.05%
28,547 $5.48 Billion
Q4 2023

Jan 29, 2024
SELL
$149.18 - $181.94 $152,312 - $185,760
-1,021 Reduced 3.69%
26,666 $4.8 Billion
Q3 2023

Nov 01, 2023
SELL
$157.33 - $174.39 $6,135 - $6,801
-39 Reduced 0.14%
27,687 $4.42 Billion
Q2 2023

Aug 08, 2023
SELL
$150.74 - $165.4 $168,527 - $184,917
-1,118 Reduced 3.88%
27,726 $4.59 Billion
Q1 2023

Apr 10, 2023
SELL
$150.22 - $177.69 $265,288 - $313,800
-1,766 Reduced 5.77%
28,844 $4.58 Billion
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $4.51 Million - $5.19 Million
30,610 New
30,610 $4.86 Billion

Others Institutions Holding VBR

# of Institutions
1,603
Shares Held
93.8M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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