Mosaic Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Mosaic Financial Group, LLC

  • $141 Million
  • Q3 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 79,065 shares of VIG stock, worth $14.4 Million. This represents 11.12% of its overall portfolio holdings.

Number of Shares
79,065
Previous 79,638 0.72%
Holding current value
$14.4 Million
Previous $14.5 Million 7.72%
% of portfolio
11.12%
Previous 10.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
SELL
$182.15 - $182.15 $104,371 - $104,371
-573 Reduced 0.72%
79,065 $15.7 Million
Q2 2024

Aug 15, 2024
BUY
$173.33 - $185.29 $2.05 Million - $2.2 Million
11,853 Added 17.49%
79,638 $14.5 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $11.4 Million - $12.4 Million
67,785 New
67,785 $12.4 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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