Mosaic Family Wealth Partners, LLC Vanguard Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 29,269 shares of VGSH stock, worth $1.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

29,269

Previous 26,192 11.75%

Holding current value

$1.7 Million

Previous $1.52 Billion 13.73%

% of portfolio

0.26%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$57.74 - $59.13 $177,665 - $181,943	3,077 Added 11.75%	29,269 $1.73 Billion
Q2 2024 Aug 06, 2024	BUY	$57.55 - $58.0 $45,004 - $45,356	782 Added 3.08%	26,192 $1.52 Billion
Q1 2024 Jun 13, 2024	BUY	$57.88 - $58.54 $588,292 - $595,000	10,164 Added 66.67%	25,410 $1.48 Billion
Q4 2023 Jan 29, 2024	SELL	$57.34 - $58.41 $88,475 - $90,126	-1,543 Reduced 9.19%	15,246 $889 Million
Q3 2023 Nov 01, 2023	SELL	$57.47 - $57.91 $15,689 - $15,809	-273 Reduced 1.6%	16,789 $967 Million
Q2 2023 Aug 08, 2023	SELL	$57.72 - $58.69 $26,839 - $27,290	-465 Reduced 2.65%	17,062 $985 Million
Q1 2023 Apr 10, 2023	BUY	$57.32 - $58.77 $77,840 - $79,809	1,358 Added 8.4%	17,527 $1.03 Billion
Q4 2022 Feb 14, 2023	BUY	$57.38 - $58.13 $927,777 - $939,903	16,169 New	16,169 $935 Million

Others Institutions Holding VGSH

# of Institutions

918

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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About VANGUARD

Ticker VGSH
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Mosaic Family Wealth Partners, LLC Vanguard Transaction History