Mosaic Family Wealth Partners, LLC Vanguard Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 30,755 shares of VGSH stock, worth $1.8 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
30,755
Previous 29,269
5.08%
Holding current value
$1.8 Million
Previous $1.73 Billion
3.58%
% of portfolio
0.26%
Previous 0.26%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
977Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio