Mosaic Family Wealth Partners, LLC Vanguard S&P 500 Growth ETF 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 500 Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 13,077 shares of VOOG stock, worth $5.01 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

13,077

Previous 13,721 4.69%

Holding current value

$5.01 Million

Previous $4.58 Billion 1.31%

% of portfolio

0.67%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$305.34 - $350.41 $196,638 - $225,664	-644 Reduced 4.69%	13,077 $4.52 Billion
Q1 2024 Jun 13, 2024	SELL	$262.92 - $306.83 $329,175 - $384,151	-1,252 Reduced 8.36%	13,721 $4.18 Billion
Q4 2023 Jan 29, 2024	SELL	$237.26 - $272.04 $122,188 - $140,100	-515 Reduced 3.33%	14,973 $4.05 Billion
Q3 2023 Nov 01, 2023	BUY	$246.27 - $261.87 $119,933 - $127,530	487 Added 3.25%	15,488 $3.82 Billion
Q2 2023 Aug 08, 2023	SELL	$227.98 - $254.09 $283,607 - $316,087	-1,244 Reduced 7.66%	15,001 $3.81 Billion
Q1 2023 Apr 10, 2023	SELL	$206.5 - $230.48 $115,020 - $128,377	-557 Reduced 3.32%	16,245 $3.74 Billion
Q4 2022 Feb 14, 2023	BUY	$204.56 - $229.3 $3.44 Million - $3.85 Million	16,802 New	16,802 $3.54 Billion

Others Institutions Holding VOOG

# of Institutions

544

Shares Held

11.3M

Call Options Held

27K

Put Options Held

31.3K

View Full List

About VANGUARD S&P 500 GROWTH ETF

Ticker VOOG
Sector ETFs
Industry ETFs

More about VOOG

Track This Portfolio

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.

Account

Mosaic Family Wealth Partners, LLC Vanguard S&P 500 Growth ETF Transaction History