Mosaic Family Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 5,148 shares of VIG stock, worth $937,708. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,148
Previous 4,946 4.08%
Holding current value
$937,708
Previous $903 Million 12.93%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Nov 13, 2024
BUY
$182.15 - $182.15 $36,794 - $36,794
202 Added 4.08%
5,148 $1.02 Billion
Q1 2024

Jun 13, 2024
BUY
$168.47 - $182.98 $3,874 - $4,208
23 Added 0.47%
4,946 $903 Million
Q3 2023

Nov 01, 2023
BUY
$155.38 - $166.95 $71,474 - $76,797
460 Added 10.31%
4,923 $765 Million
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $9,164 - $9,745
-60 Reduced 1.33%
4,463 $725 Million
Q1 2023

Apr 10, 2023
BUY
$147.24 - $158.33 $3,681 - $3,958
25 Added 0.56%
4,523 $697 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $651,490 - $713,877
4,498 New
4,498 $683 Million

Others Institutions Holding VIG

# of Institutions
2,267
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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