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 $114 Million. This represents 18.16% of its overall portfolio holdings.
Number of Shares
306,687
Previous 300,066
2.21%
Holding current value
$114 Million
Previous $115 Billion
9.26%
% of portfolio
18.16%
Previous 17.09%
Shares
9 transactions
Others Institutions Holding VUG
# of Institutions
2,678Shares Held
263MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.16 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.04 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.81 Billion6.58% of portfolio