Mosaic Family Wealth Partners, LLC Vanguard Value ETF Transaction History

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 163,405 shares of VTV stock, worth $29.2 Million. This represents 3.99% of its overall portfolio holdings.

Number of Shares
163,405
Previous 163,599 0.12%
Holding current value
$29.2 Million
Previous $28.6 Billion 3.13%
% of portfolio
3.99%
Previous 4.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$168.32 - $181.87 $32,654 - $35,282
-194 Reduced 0.12%
163,405 $27.7 Billion
Q3 2024

Nov 13, 2024
BUY
$159.75 - $174.57 $83,709 - $91,474
524 Added 0.32%
163,599 $28.6 Billion
Q2 2024

Aug 06, 2024
BUY
$154.57 - $163.65 $346,545 - $366,903
2,242 Added 1.39%
163,075 $26.2 Billion
Q1 2024

Jun 13, 2024
BUY
$147.46 - $162.86 $1.08 Million - $1.19 Million
7,332 Added 4.78%
160,833 $26.2 Billion
Q4 2023

Jan 29, 2024
SELL
$131.82 - $149.95 $623,244 - $708,963
-4,728 Reduced 2.99%
153,501 $22.9 Billion
Q3 2023

Nov 01, 2023
SELL
$137.93 - $147.18 $126,619 - $135,111
-918 Reduced 0.58%
158,229 $21.8 Billion
Q2 2023

Aug 08, 2023
SELL
$134.74 - $142.42 $660,091 - $697,715
-4,899 Reduced 2.99%
159,147 $22.6 Billion
Q1 2023

Apr 10, 2023
SELL
$132.13 - $144.96 $140,586 - $154,237
-1,064 Reduced 0.64%
164,046 $22.7 Billion
Q4 2022

Feb 14, 2023
BUY
$124.69 - $146.24 $20.6 Million - $24.1 Million
165,110 New
165,110 $23.2 Billion

Others Institutions Holding VTV

# of Institutions
2,519
Shares Held
542M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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