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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	30 Added 0.58%	5,178 $1.01 Billion
Q3 2024 Nov 13, 2024	BUY	$182.15 - $182.15 $36,794 - $36,794	202 Added 4.08%	5,148 $1.02 Billion
Q1 2024 Jun 13, 2024	BUY	$168.47 - $182.98 $3,874 - $4,208	23 Added 0.47%	4,946 $903 Million
Q3 2023 Nov 01, 2023	BUY	$155.38 - $166.95 $71,474 - $76,797	460 Added 10.31%	4,923 $765 Million
Q2 2023 Aug 08, 2023	SELL	$152.74 - $162.43 $9,164 - $9,745	-60 Reduced 1.33%	4,463 $725 Million
Q1 2023 Apr 10, 2023	BUY	$147.24 - $158.33 $3,681 - $3,958	25 Added 0.56%	4,523 $697 Million
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $651,490 - $713,877	4,498 New	4,498 $683 Million

Others Institutions Holding VIG

# of Institutions

2,492

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Mosaic Family Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History