Mosaic Financial Group, LLC Vanguard Specialized Funds Van Transaction History

Mosaic Financial Group, LLC

$141 Million
Q3 2025

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 4,485 shares of VNQ stock, worth $401,811. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,485

Previous 4,476 0.2%

Holding current value

$401,811

Previous $399,000 2.76%

% of portfolio

0.29%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	$88.47 - $93.24 $796 - $839	9 Added 0.2%	4,485 $410,000
Q2 2025 Aug 07, 2025	BUY	$79.79 - $91.42 $718 - $822	9 Added 0.2%	4,476 $399,000
Q1 2025 May 14, 2025	SELL	$85.55 - $94.34 $7,015 - $7,735	-82 Reduced 1.8%	4,467 $404,000
Q4 2024 Feb 12, 2025	BUY	$87.85 - $98.6 $9,399 - $10,550	107 Added 2.41%	4,549 $405,000
Q3 2024 Nov 15, 2024	BUY	$82.97 - $98.97 $912 - $1,088	11 Added 0.25%	4,442 $433,000

Q2 2024 Aug 15, 2024	BUY	$78.61 - $85.97 $30,029 - $32,840	382 Added 9.43%	4,431 $371,000
Q1 2024 May 15, 2024	BUY	$82.58 - $89.12 $334,366 - $360,846	4,049 New	4,049 $350,000

Others Institutions Holding VNQ

# of Institutions

1,938

Shares Held

237M

Call Options Held

1.07M

Put Options Held

1.31M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Mosaic Financial Group, LLC Vanguard Specialized Funds Van Transaction History