Mosaic Family Wealth Partners, LLC Vanguard Value ETF Transaction History
Mosaic Family Wealth Partners, LLC
- $674 Billion
- Q3 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 163,599 shares of VTV stock, worth $27.9 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
163,599
Previous 163,075
0.32%
Holding current value
$27.9 Million
Previous $26.2 Billion
9.18%
% of portfolio
4.24%
Previous 4.21%
Shares
8 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.1 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.89 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.95 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.46 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.37 Billion1.14% of portfolio