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

Mosaic Family Wealth Partners, LLC

$607 Billion
Q1 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 100,395 shares of VBK stock, worth $25.1 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

100,395

Previous 95,696 4.91%

Holding current value

$25.1 Million

Previous $23.1 Billion 13.13%

% of portfolio

4.31%

Previous 3.99%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$195.34 - $216.09 $18.3 Million - $20.2 Million	93,541 New	93,541 $18.8 Billion

Others Institutions Holding VBK

# of Institutions

1,064

Shares Held

39.7M

Call Options Held

45.9K

Put Options Held

17.7K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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