Mosaic Family Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,178 shares of VIG stock, worth $943,172. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,178
Previous 5,148
0.58%
Holding current value
$943,172
Previous $1.02 Billion
0.55%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,492Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio