Mosaic Advisors LLC Vanguard Total World Stk Index Transaction History

Mosaic Advisors LLC

$127 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	SELL	$101.52 - $107.65 $365,167 - $387,217	-3,597 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$98.57 - $104.51 $354,556 - $375,922	3,597 New	3,597 $373,000

Others Institutions Holding VT

# of Institutions

990

Shares Held

88.9M

Call Options Held

213K

Put Options Held

50.6K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.43 Billion
50.12% of portfolio
Morgan Stanley New York, NY

3.99M
Shares

$485 Million
0.04% of portfolio
Cambridge Associates LLC Boston, MA

3.62M
Shares

$439 Million
18.68% of portfolio
Bank Of America Corp Charlotte, NC

2.63M
Shares

$320 Million
0.03% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$293 Million
4.91% of portfolio

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