Mosaic Family Wealth Partners, LLC Vanguard S&P Small Cap 600 Val Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 3,798 shares of VIOV stock, worth $364,152. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,798
Previous 3,328 14.12%
Holding current value
$364,152
Previous $278 Million 26.11%
% of portfolio
0.05%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$82.38 - $93.84 $38,718 - $44,104
470 Added 14.12%
3,798 $351 Million
Q1 2024

Jun 13, 2024
BUY
$82.31 - $88.42 $329 - $353
4 Added 0.12%
3,328 $294 Million
Q4 2023

Jan 29, 2024
BUY
$70.88 - $89.92 $1,488 - $1,888
21 Added 0.64%
3,324 $294 Million
Q3 2023

Nov 01, 2023
BUY
$76.16 - $87.03 $456 - $522
6 Added 0.18%
3,303 $255 Million
Q2 2023

Aug 08, 2023
SELL
$75.67 - $82.89 $7,794 - $8,537
-103 Reduced 3.03%
3,297 $271 Million
Q1 2023

Apr 10, 2023
BUY
$76.95 - $184.17 $261,630 - $626,178
3,400 New
3,400 $275 Million

Others Institutions Holding VIOV

# of Institutions
186
Shares Held
6.24M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

VIOV Quotes by TradingView
  • Ticker VIOV
  • Sector ETFs
  • Industry ETFs
More about VIOV
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