MOSAIC FAMILY WEALTH PARTNERS, LLC VUG Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 315,494.00 shares of Vanguard Growth ETF(VUG), totaling $116.99 Mil. This investment constitutes 16.65% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.08% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 7 purchases of VUG, at an average price of $242.97, for a total of 335,218.00 shares. In addition, there have been 2 sales at an average price of $289.15 for 19,724.00 shares. Based on historical transaction data and VUG's current price of $448.22, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his VUG holdings is $65.67 Mil, reflecting a 80.62% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC VUG ($448.22) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC VUG ($448.22) 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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