Mosaic Financial Group, LLC Vanguard Whitehall Fds (Vangua Transaction History
Mosaic Financial Group, LLC
- $139 Million
- Q2 2024
A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 3,097 shares of VYM stock, worth $390,129. This represents 0.26% of its overall portfolio holdings.
Number of Shares
3,097
Previous 2,763
12.09%
Holding current value
$390,129
Previous $334,000
9.88%
% of portfolio
0.26%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.91 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.39 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.19 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$658 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$630 Million0.21% of portfolio