Mosaic Family Wealth Partners, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Mosaic Family Wealth Partners, LLC

$785 Billion
Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,554 shares of IVOV stock, worth $530,518. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,554

Previous 5,554 -0.0%

Holding current value

$530,518

Previous $511 Million 3.72%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$94.54 - $104.98 $14,181 - $15,747	150 Added 2.78%	5,554 $531 Million
Q3 2024 Nov 13, 2024	BUY	$86.19 - $95.75 $34,648 - $38,491	402 Added 8.04%	5,404 $517 Million
Q1 2024 Jun 13, 2024	SELL	$83.49 - $90.8 $4,174 - $4,540	-50 Reduced 0.99%	5,002 $454 Million
Q4 2023 Jan 29, 2024	BUY	$71.8 - $88.58 $6,103 - $7,529	85 Added 1.71%	5,052 $440 Million
Q2 2023 Aug 08, 2023	SELL	$74.86 - $82.32 $11,303 - $12,430	-151 Reduced 2.95%	4,967 $409 Million
Q1 2023 Apr 10, 2023	BUY	$74.3 - $176.9 $190,133 - $452,687	2,559 Added 100.0%	5,118 $403 Million
Q4 2022 Feb 14, 2023	BUY	$70.88 - $164.78 $181,381 - $421,672	2,559 New	2,559 $393 Million

Others Institutions Holding IVOV

# of Institutions

163

Shares Held

4.77M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

More about IVOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Account

Mosaic Family Wealth Partners, LLC Vanguard S&P Mid Cap 400 Value Transaction History