Mosaic Family Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 8,489 shares of VO stock, worth $2.27 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,489
Previous 8,405
1.0%
Holding current value
$2.27 Million
Previous $2.03 Billion
10.06%
% of portfolio
0.33%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio