Mosaic Family Wealth Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History
Mosaic Family Wealth Partners, LLC
- $607 Billion
- Q1 2024
A detailed history of Mosaic Family Wealth Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 12,414 shares of VYM stock, worth $1.47 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
12,414
Previous 12,414
-0.0%
Holding current value
$1.47 Million
Previous $1.39 Billion
8.38%
% of portfolio
0.25%
Previous 0.24%
Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,700Shares Held
174MCall Options Held
1.76MPut Options Held
464K-
Sumitomo Life Insurance CO15.1MShares$1.79 Billion44.05% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.3 Billion0.13% of portfolio
-
Morgan Stanley New York, NY9.54MShares$1.13 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5MShares$592 Million0.33% of portfolio
-
Envestnet Asset Management Inc4.94MShares$586 Million0.23% of portfolio