MOSAIC FINANCIAL GROUP, LLC VIG Holdings History
MOSAIC FINANCIAL GROUP, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, MOSAIC FINANCIAL GROUP, LLC held 66,199.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.84 Mil. This investment constitutes 10.43% of their stock portfolio, and MOSAIC FINANCIAL GROUP, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q1. And since then MOSAIC FINANCIAL GROUP, LLC has made 1 purchases of VIG, at an average price of $176.32, for a total of 79,638.00 shares. In addition, there have been 3 sales at an average price of $198.53 for 13,439.00 shares. Based on historical transaction data and VIG's current price of $203.90, MOSAIC FINANCIAL GROUP, LLC's estimated gain on his VIG holdings is $2.12 Mil, reflecting a 15.13% gain to date.
MOSAIC FINANCIAL GROUP, LLC VIG ($203.90) Holding Chart
MOSAIC FINANCIAL GROUP, LLC VIG ($203.90) 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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