Mosaic Family Wealth Partners, LLC Vanguard S&P Small Cap 600 Gro Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard S&P Small Cap 600 Gro stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 10,424 shares of VIOG stock, worth $1.19 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

10,424

Previous 10,422 0.02%

Holding current value

$1.19 Million

Previous $1.25 Billion 2.88%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$115.64 - $129.74 $231 - $259	2 Added 0.02%	10,424 $1.21 Billion
Q3 2024 Nov 13, 2024	BUY	$109.24 - $121.48 $25,671 - $28,547	235 Added 2.31%	10,422 $1.25 Billion
Q2 2024 Aug 06, 2024	SELL	$104.57 - $113.61 $2,405 - $2,613	-23 Reduced 0.23%	10,187 $1.12 Billion
Q1 2024 Jun 13, 2024	SELL	$103.13 - $112.43 $101,995 - $111,193	-989 Reduced 8.83%	10,210 $1.15 Billion
Q4 2023 Jan 29, 2024	BUY	$88.58 - $109.44 $34,014 - $42,024	384 Added 3.55%	11,199 $1.21 Billion
Q3 2023 Nov 01, 2023	BUY	$93.72 - $104.07 $42,361 - $47,039	452 Added 4.36%	10,815 $1.02 Billion
Q2 2023 Aug 08, 2023	SELL	$89.77 - $99.21 $76,663 - $84,725	-854 Reduced 7.61%	10,363 $1.03 Billion
Q1 2023 Apr 10, 2023	BUY	$91.22 - $207.34 $481,003 - $1.09 Million	5,273 Added 88.71%	11,217 $1.06 Billion
Q4 2022 Feb 14, 2023	BUY	$88.74 - $201.72 $527,470 - $1.2 Million	5,944 New	5,944 $1.11 Billion

Others Institutions Holding VIOG

# of Institutions

170

Shares Held

3.33M

Call Options Held

2.3K

Put Options Held

View Full List

About VANGUARD S&P SMALL CAP 600 GRO

Ticker VIOG
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Mosaic Family Wealth Partners, LLC Vanguard S&P Small Cap 600 Gro Transaction History