Mosaic Advisors LLC Vanguard Dividend Appreciation Transaction History
Mosaic Advisors LLC
- $127 Million
- Q3 2024
A detailed history of Mosaic Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mosaic Advisors LLC holds 212,061 shares of VIG stock, worth $38.6 Million. This represents 30.36% of its overall portfolio holdings.
Number of Shares
212,061
Previous 210,024
0.97%
Holding current value
$38.6 Million
Previous $38.3 Million
0.75%
% of portfolio
30.36%
Previous 30.94%
Shares
16 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio