Mosaic Family Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Mosaic Family Wealth Partners, LLC

  • $622 Billion
  • Q2 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 4,946 shares of VIG stock, worth $900,913. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,946
Previous 4,946 -0.0%
Holding current value
$900,913
Previous $903 Million 0.03%
% of portfolio
0.15%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,250
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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