MOSAIC FAMILY WEALTH PARTNERS, LLC VBK Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 120,778.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $30.41 Mil. This investment constitutes 4.33% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.18% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 8 purchases of VBK, at an average price of $215.81, for a total of 124,738.00 shares. In addition, there have been 1 sales at an average price of $217.07 for 3,960.00 shares. Based on historical transaction data and VBK's current price of $274.64, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his VBK holdings is $7.11 Mil, reflecting a 26.41% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC VBK ($274.64) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC VBK ($274.64) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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