A detailed history of Mosaic Financial Group, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 3,097 shares of VYM stock, worth $399,482. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,097
Previous 3,097 -0.0%
Holding current value
$399,482
Previous $367,000 8.17%
% of portfolio
0.28%
Previous 0.26%

Shares

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

Aug 15, 2024

BUY
$114.71 - $121.51 $38,313 - $40,584
334 Added 12.09%
3,097 $367,000
Q1 2024

May 15, 2024

BUY
$109.98 - $120.99 $303,874 - $334,295
2,763 New
2,763 $334,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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.