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

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 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 32,187 shares of VBR stock, worth $5.97 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

32,187

Previous 31,653 1.69%

Holding current value

$5.97 Million

Previous $6.36 Billion 0.37%

% of portfolio

0.92%

Previous 0.94%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$197.36 - $217.3 $105,390 - $116,038	534 Added 1.69%	32,187 $6.38 Billion
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

1,712

Shares Held

95.8M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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