Mosaic Financial Group, LLC Vanguard Financial ETF Transaction History

Mosaic Financial Group, LLC

  • $139 Million
  • Q4 2024

A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 4,607 shares of VFH stock, worth $585,964. This represents 0.39% of its overall portfolio holdings.

Number of Shares
4,607
Previous 4,597 0.22%
Holding current value
$585,964
Previous $505,000 7.72%
% of portfolio
0.39%
Previous 0.36%

Shares

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

Feb 12, 2025
BUY
$108.87 - $126.2 $1,088 - $1,262
10 Added 0.22%
4,607 $544,000
Q3 2024

Nov 15, 2024
SELL
$99.27 - $111.21 $235,567 - $263,901
-2,373 Reduced 34.05%
4,597 $505,000
Q1 2024

May 15, 2024
BUY
$90.62 - $102.39 $631,621 - $713,658
6,970 New
6,970 $714,000

Others Institutions Holding VFH

# of Institutions
759
Shares Held
54.4M
Call Options Held
49.9K
Put Options Held
4.6K
View Full List

About VANGUARD FINANCIAL ETF

VFH Quotes by TradingView
  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, 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 Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email