Mosaic Financial Group, LLC Vanguard Dividend Appreciation Transaction History
Mosaic Financial Group, LLC
- $125 Million
- Q1 2024
A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 67,785 shares of VIG stock, worth $12.3 Million. This represents 9.92% of its overall portfolio holdings.
Number of Shares
67,785Holding current value
$12.3 Million% of portfolio
9.92%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,140Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
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Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio