Mosaic Family Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Mosaic Family Wealth Partners, LLC
- $693 Billion
- Q4 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 18,765 shares of VOT stock, worth $4.8 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
18,765
Previous 18,881
0.61%
Holding current value
$4.8 Million
Previous $4.6 Billion
3.59%
% of portfolio
0.69%
Previous 0.68%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
1,056Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$793 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$735 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$695 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$585 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$475 Million0.34% of portfolio