Mosaic Family Wealth Partners, LLC Vanguard S&P 500 Value ETF 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 500 Value ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 9,224 shares of VOOV stock, worth $1.75 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,224

Previous 9,059 1.82%

Holding current value

$1.75 Million

Previous $1.73 Billion 1.5%

% of portfolio

0.25%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$184.21 - $199.29 $30,394 - $32,882	165 Added 1.82%	9,224 $1.7 Billion
Q3 2024 Nov 13, 2024	BUY	$175.0 - $190.72 $4,550 - $4,958	26 Added 0.29%	9,059 $1.73 Billion
Q1 2024 Jun 13, 2024	BUY	$165.39 - $180.47 $3,473 - $3,789	21 Added 0.23%	9,033 $1.63 Billion
Q4 2023 Jan 29, 2024	BUY	$142.76 - $168.38 $1,427 - $1,683	10 Added 0.11%	9,012 $1.51 Billion
Q3 2023 Nov 01, 2023	BUY	$148.69 - $161.15 $2,973 - $3,223	20 Added 0.22%	9,002 $1.34 Billion
Q1 2023 Apr 10, 2023	BUY	$139.24 - $154.09 $2,506 - $2,773	18 Added 0.2%	8,982 $1.32 Billion
Q4 2022 Feb 14, 2023	BUY	$125.37 - $146.73 $1.12 Million - $1.32 Million	8,964 New	8,964 $1.26 Billion

Others Institutions Holding VOOV

# of Institutions

404

Shares Held

13.4M

Call Options Held

Put Options Held

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About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Vanguard S&P 500 Value ETF Transaction History