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

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

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 2,154 shares of VFVA stock, worth $264,338. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,154
Previous 2,154 -0.0%
Holding current value
$264,338
Previous $244 Million 6.61%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
89
Shares Held
2.34M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

VFVA Quotes by TradingView
  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email