Mosaic Family Wealth Partners, LLC Vanguard Wellington Fd U S Val Transaction History

Mosaic Family Wealth Partners, LLC

  • $622 Billion
  • Q2 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,154 shares of VFVA stock, worth $259,901. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,154
Previous 2,518 14.46%
Holding current value
$259,901
Previous $301 Million 18.95%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$110.79 - $118.48 $40,327 - $43,126
-364 Reduced 14.46%
2,154 $244 Million
Q4 2023

Jan 29, 2024
SELL
$93.68 - $113.63 $37,378 - $45,338
-399 Reduced 13.68%
2,518 $284 Million
Q2 2023

Aug 08, 2023
SELL
$90.85 - $99.93 $3,452 - $3,797
-38 Reduced 1.29%
2,917 $291 Million
Q1 2023

Apr 10, 2023
BUY
$92.21 - $110.28 $92 - $110
1 Added 0.03%
2,955 $287 Million
Q4 2022

Feb 14, 2023
BUY
$89.74 - $105.14 $265,091 - $310,583
2,954 New
2,954 $291 Million

Others Institutions Holding VFVA

# of Institutions
90
Shares Held
2.55M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

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