Mosaic Family Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 11,796 shares of VYM stock, worth $1.57 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
11,796
Previous 12,414
4.98%
Holding current value
$1.57 Million
Previous $1.59 Billion
5.43%
% of portfolio
0.22%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,944Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$2.01 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.83 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.3 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$960 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$750 Million0.3% of portfolio