Mosaic Family Wealth Partners, LLC Vanguard Mid Cap Value Index F 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 Value Index F stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 37,969 shares of VOE stock, worth $6.26 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
37,969
Previous 37,922
0.12%
Holding current value
$6.26 Million
Previous $5.7 Billion
11.6%
% of portfolio
0.94%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding VOE
# of Institutions
1,143Shares Held
70.6MCall Options Held
31KPut Options Held
1.8K-
Betterment LLC New York, NY4.68MShares$771 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.58MShares$755 Million0.06% of portfolio
-
Assetmark, Inc3.93MShares$648 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.19MShares$525 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$507 Million0.04% of portfolio