Mosaic Family Wealth Partners, LLC Vanguard Total World Stk Index Transaction History

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 4,252 shares of VT stock, worth $501,991. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,252
Previous 4,353 2.32%
Holding current value
$501,991
Previous $490 Million 3.81%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$107.72 - $119.96 $10,879 - $12,115
-101 Reduced 2.32%
4,252 $509 Million
Q2 2024

Aug 06, 2024
SELL
$104.94 - $113.51 $31,377 - $33,939
-299 Reduced 6.43%
4,353 $490 Million
Q1 2024

Jun 13, 2024
BUY
$100.68 - $110.5 $5,839 - $6,409
58 Added 1.26%
4,652 $514 Million
Q4 2023

Jan 29, 2024
BUY
$88.97 - $103.1 $408,728 - $473,641
4,594 New
4,594 $473 Million

Others Institutions Holding VT

# of Institutions
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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