Mosaic Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 190,255 shares of BND stock, worth $13.7 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares

190,255

Previous 177,401 7.25%

Holding current value

$13.7 Million

Previous $12.8 Billion 11.8%

% of portfolio

2.12%

Previous 2.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$71.45 - $75.64 $918,418 - $972,276	12,854 Added 7.25%	190,255 $14.3 Billion
Q2 2024 Aug 06, 2024	BUY	$70.55 - $72.66 $571,948 - $589,054	8,107 Added 4.79%	177,401 $12.8 Billion
Q1 2024 Jun 13, 2024	BUY	$71.76 - $73.66 $1.96 Million - $2.01 Million	27,253 Added 19.19%	169,294 $12.3 Billion
Q4 2023 Jan 29, 2024	BUY	$68.04 - $73.9 $32,863 - $35,693	483 Added 0.34%	142,041 $10.4 Billion
Q3 2023 Nov 01, 2023	BUY	$69.63 - $72.91 $304,491 - $318,835	4,373 Added 3.19%	141,558 $9.88 Billion
Q2 2023 Aug 08, 2023	SELL	$72.23 - $74.46 $139,403 - $143,707	-1,930 Reduced 1.39%	137,185 $9.97 Billion
Q1 2023 Apr 10, 2023	BUY	$71.33 - $74.57 $761,019 - $795,587	10,669 Added 8.31%	139,115 $10.3 Billion
Q4 2022 Feb 14, 2023	BUY	$69.38 - $73.88 $8.91 Million - $9.49 Million	128,446 New	128,446 $9.23 Billion

Others Institutions Holding BND

# of Institutions

1,568

Shares Held

949M

Call Options Held

379K

Put Options Held

101K

View Full List

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Mosaic Family Wealth Partners, LLC Vanguard Bd Index Fd Inc Total Transaction History