Mosaic Family Wealth Partners, LLC Vanguard Total Stock Market Et Transaction History

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 7,167 shares of VTI stock, worth $2.14 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,167
Previous 6,764 5.96%
Holding current value
$2.14 Million
Previous $1.96 Billion 0.49%
% of portfolio
0.28%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$271.18 - $303.12 $109,285 - $122,157
403 Added 5.96%
7,167 $1.97 Billion
Q4 2024

Feb 14, 2025
BUY
$280.04 - $302.45 $8,961 - $9,678
32 Added 0.48%
6,764 $1.96 Billion
Q3 2024

Nov 13, 2024
BUY
$255.18 - $283.2 $126,058 - $139,900
494 Added 7.92%
6,732 $1.91 Billion
Q2 2024

Aug 06, 2024
BUY
$245.23 - $269.4 $219,971 - $241,651
897 Added 16.79%
6,238 $1.67 Billion
Q1 2024

Jun 13, 2024
SELL
$232.77 - $260.14 $7,215 - $8,064
-31 Reduced 0.58%
5,341 $1.39 Billion
Q4 2023

Jan 29, 2024
BUY
$203.12 - $238.25 $272,587 - $319,731
1,342 Added 33.3%
5,372 $1.27 Billion
Q3 2023

Nov 01, 2023
BUY
$211.41 - $228.35 $16,489 - $17,811
78 Added 1.97%
4,030 $856 Million
Q2 2023

Aug 08, 2023
SELL
$200.75 - $220.28 $29,911 - $32,821
-149 Reduced 3.63%
3,952 $870 Million
Q1 2023

Apr 10, 2023
BUY
$189.85 - $210.01 $126,819 - $140,286
668 Added 19.46%
4,101 $837 Million
Q4 2022

Feb 14, 2023
BUY
$179.3 - $204.18 $615,536 - $700,949
3,433 New
3,433 $656 Million

Others Institutions Holding VTI

# of Institutions
3,452
Shares Held
518M
Call Options Held
1.15M
Put Options Held
904K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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