Mosaic Family Wealth Partners, LLC Vanguard Small Cap Growth ETF Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 115,487 shares of VBK stock, worth $32.8 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
115,487
Previous 101,873 13.36%
Holding current value
$32.8 Million
Previous $25.5 Billion 21.18%
% of portfolio
4.58%
Previous 4.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$240.48 - $267.94 $3.27 Million - $3.65 Million
13,614 Added 13.36%
115,487 $30.9 Billion
Q2 2024

Aug 06, 2024
BUY
$237.63 - $258.31 $351,217 - $381,782
1,478 Added 1.47%
101,873 $25.5 Billion
Q1 2024

Jun 13, 2024
BUY
$231.0 - $260.72 $1.09 Million - $1.23 Million
4,699 Added 4.91%
100,395 $26.2 Billion
Q4 2023

Jan 29, 2024
SELL
$196.36 - $245.46 $777,585 - $972,021
-3,960 Reduced 3.97%
95,696 $23.1 Billion
Q3 2023

Nov 01, 2023
BUY
$210.59 - $239.48 $324,519 - $369,038
1,541 Added 1.57%
99,656 $21.3 Billion
Q2 2023

Aug 08, 2023
BUY
$209.12 - $229.74 $334,382 - $367,354
1,599 Added 1.66%
98,115 $22.5 Billion
Q1 2023

Apr 10, 2023
BUY
$198.77 - $233.54 $591,340 - $694,781
2,975 Added 3.18%
96,516 $20.9 Billion
Q4 2022

Feb 14, 2023
BUY
$192.0 - $216.09 $18 Million - $20.2 Million
93,541 New
93,541 $18.8 Billion

Others Institutions Holding VBK

# of Institutions
1,118
Shares Held
42.2M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email