Mosaic Family Wealth Partners, LLC Vanguard S&P Mid Cap 400 Value 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 Mid Cap 400 Value stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,404 shares of IVOV stock, worth $559,097. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,404
Previous 5,002 8.04%
Holding current value
$559,097
Previous $438 Million 18.1%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 13, 2024
BUY
$86.19 - $95.75 $34,648 - $38,491
402 Added 8.04%
5,404 $517 Million
Q1 2024

Jun 13, 2024
SELL
$83.49 - $90.8 $4,174 - $4,540
-50 Reduced 0.99%
5,002 $454 Million
Q4 2023

Jan 29, 2024
BUY
$71.8 - $88.58 $6,103 - $7,529
85 Added 1.71%
5,052 $440 Million
Q2 2023

Aug 08, 2023
SELL
$74.86 - $82.32 $11,303 - $12,430
-151 Reduced 2.95%
4,967 $409 Million
Q1 2023

Apr 10, 2023
BUY
$74.3 - $176.9 $190,133 - $452,687
2,559 Added 100.0%
5,118 $403 Million
Q4 2022

Feb 14, 2023
BUY
$70.88 - $164.78 $181,381 - $421,672
2,559 New
2,559 $393 Million

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.37M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

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