Mosaic Family Wealth Partners, LLC Vanguard Wellington Fd U S Val Transaction History

Mosaic Family Wealth Partners, LLC

$855 Billion
Q3 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,114 shares of VFVA stock, worth $267,547. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,114

Previous 2,122 0.38%

Holding current value

$267,547

Previous $251 Million 7.22%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$116.21 - $129.7 $929 - $1,037	-8 Reduced 0.38%	2,114 $269 Million
Q1 2025 May 02, 2025	SELL	$111.86 - $124.32 $2,684 - $2,983	-24 Reduced 1.12%	2,122 $242 Million
Q4 2024 Feb 14, 2025	SELL	$117.34 - $130.02 $938 - $1,040	-8 Reduced 0.37%	2,146 $254 Million
Q2 2024 Aug 06, 2024	SELL	$110.79 - $118.48 $40,327 - $43,126	-364 Reduced 14.46%	2,154 $244 Million
Q4 2023 Jan 29, 2024	SELL	$93.68 - $113.63 $37,378 - $45,338	-399 Reduced 13.68%	2,518 $284 Million

Q2 2023 Aug 08, 2023	SELL	$90.85 - $99.93 $3,452 - $3,797	-38 Reduced 1.29%	2,917 $291 Million
Q1 2023 Apr 10, 2023	BUY	$92.21 - $110.28 $92 - $110	1 Added 0.03%	2,955 $287 Million
Q4 2022 Feb 14, 2023	BUY	$89.74 - $105.14 $265,091 - $310,583	2,954 New	2,954 $291 Million

Others Institutions Holding VFVA

# of Institutions

104

Shares Held

3.12M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD U S VAL

Ticker VFVA
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Mosaic Family Wealth Partners, LLC Vanguard Wellington Fd U S Val Transaction History