Mosaic Financial Group, LLC Vanguard Specialized Funds Van Transaction History

Mosaic Financial Group, LLC

  • $139 Million
  • Q2 2024

A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 4,431 shares of VNQ stock, worth $421,122. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,431
Previous 4,049 9.43%
Holding current value
$421,122
Previous $350,000 6.0%
% of portfolio
0.27%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$78.61 - $85.97 $30,029 - $32,840
382 Added 9.43%
4,431 $371,000
Q1 2024

May 15, 2024
BUY
$82.58 - $89.12 $334,366 - $360,846
4,049 New
4,049 $350,000

Others Institutions Holding VNQ

# of Institutions
1,729
Shares Held
238M
Call Options Held
1.33M
Put Options Held
1.1M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
Track This Portfolio

Track Mosaic Financial Group, LLC Portfolio

Follow Mosaic Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email