Mosaic Financial Group, LLC Vanguard Specialized Funds Van Transaction History
Mosaic Financial Group, LLC
- $139 Million
- Q2 2024
A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 4,431 shares of VNQ stock, worth $437,073. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,431
Previous 4,049
9.43%
Holding current value
$437,073
Previous $350,000
6.0%
% of portfolio
0.27%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VNQ
# of Institutions
1,728Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.72 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.18 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.11 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.06 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$958 Million0.07% of portfolio