Mosaic Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Mosaic Financial Group, LLC

$141 Million
Q3 2025

A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 66,789 shares of VIG stock, worth $12.2 Million. This represents 10.26% of its overall portfolio holdings.

Number of Shares

66,789

Previous 66,199 0.89%

Holding current value

$12.2 Million

Previous $13.5 Million 6.37%

% of portfolio

10.26%

Previous 10.37%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	N/A	590 Added 0.89%	66,789 $14.4 Million
Q1 2025 May 14, 2025	SELL	N/A	-12,170 Reduced 15.53%	66,199 $12.8 Million
Q4 2024 Feb 12, 2025	SELL	N/A	-696 Reduced 0.88%	78,369 $15.3 Million
Q3 2024 Nov 15, 2024	SELL	$182.15 - $182.15 $104,371 - $104,371	-573 Reduced 0.72%	79,065 $15.7 Million
Q2 2024 Aug 15, 2024	BUY	$173.33 - $185.29 $2.05 Million - $2.2 Million	11,853 Added 17.49%	79,638 $14.5 Million

Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $11.4 Million - $12.4 Million	67,785 New	67,785 $12.4 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Mosaic Financial Group, LLC Vanguard Dividend Appreciation Transaction History