Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 306,687 shares of VUG stock, worth $116 Million. This represents 18.16% of its overall portfolio holdings.

Number of Shares

306,687

Previous 300,066 2.21%

Holding current value

$116 Million

Previous $115 Billion 9.26%

% of portfolio

18.16%

Previous 17.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$378.79 - $428.11 $2.51 Million - $2.83 Million	6,621 Added 2.21%	306,687 $126 Billion
Q3 2024 Nov 13, 2024	BUY	$341.08 - $391.94 $8.9 Million - $10.2 Million	26,087 Added 9.52%	300,066 $115 Billion
Q2 2024 Aug 06, 2024	BUY	$322.46 - $377.11 $346,322 - $405,016	1,074 Added 0.39%	273,979 $102 Billion
Q1 2024 Jun 13, 2024	BUY	$301.05 - $346.61 $1.27 Million - $1.46 Million	4,222 Added 1.57%	272,905 $93.9 Billion
Q4 2023 Jan 29, 2024	SELL	$261.54 - $312.16 $4.77 Million - $5.69 Million	-18,228 Reduced 6.35%	268,683 $83.5 Billion
Q3 2023 Nov 01, 2023	SELL	$269.56 - $293.5 $403,261 - $439,076	-1,496 Reduced 0.52%	286,911 $78.1 Billion
Q2 2023 Aug 08, 2023	BUY	$243.06 - $282.96 $273,685 - $318,612	1,126 Added 0.39%	288,407 $81.6 Billion
Q1 2023 Apr 10, 2023	BUY	$209.25 - $249.44 $2.69 Million - $3.2 Million	12,839 Added 4.68%	287,281 $71.7 Billion
Q4 2022 Feb 14, 2023	BUY	$208.44 - $233.81 $57.2 Million - $64.2 Million	274,442 New	274,442 $58.5 Billion

Others Institutions Holding VUG

# of Institutions

2,671

Shares Held

259M

Call Options Held

203K

Put Options Held

275K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Account

Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History