Mosaic Financial Group, LLC Vanguard Specialized Funds Van Transaction History
Mosaic Financial Group, LLC
- $141 Million
- Q3 2024
A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 4,442 shares of VNQ stock, worth $401,690. This represents 0.31% of its overall portfolio holdings.
Number of Shares
4,442
Previous 4,431
0.25%
Holding current value
$401,690
Previous $371,000
16.71%
% of portfolio
0.31%
Previous 0.27%
Shares
3 transactions
Others Institutions Holding VNQ
# of Institutions
1,834Shares Held
239MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.46 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.11 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.8MShares$1.07 Billion3.55% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.03 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$902 Million0.08% of portfolio