Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History

Mosaic Family Wealth Partners, LLC

$607 Billion
Q1 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 272,905 shares of VUG stock, worth $102 Million. This represents 15.47% of its overall portfolio holdings.

Number of Shares

272,905

Previous 268,683 1.57%

Holding current value

$102 Million

Previous $83.5 Billion 12.46%

% of portfolio

15.47%

Previous 14.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,193

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Mosaic Family Wealth Partners, LLC Vanguard Growth ETF Transaction History