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 $537,211. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,404
Previous 5,002 8.04%
Holding current value
$537,211
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
143
Shares Held
4.46M
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
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email