MOSAIC FAMILY WEALTH PARTNERS, LLC VTV Holdings History
MOSAIC FAMILY WEALTH PARTNERS, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, MOSAIC FAMILY WEALTH PARTNERS, LLC held 166,958.00 shares of Vanguard Value ETF(VTV), totaling $28.84 Mil. This investment constitutes 4.1% of their stock portfolio, and MOSAIC FAMILY WEALTH PARTNERS, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then MOSAIC FAMILY WEALTH PARTNERS, LLC has made 4 purchases of VTV, at an average price of $138.67, for a total of 178,761.00 shares. In addition, there have been 5 sales at an average price of $140.27 for 11,803.00 shares. Based on historical transaction data and VTV's current price of $177.66, MOSAIC FAMILY WEALTH PARTNERS, LLC's estimated gain on his VTV holdings is $6.53 Mil, reflecting a 26.34% gain to date.
MOSAIC FAMILY WEALTH PARTNERS, LLC VTV ($177.66) Holding Chart
MOSAIC FAMILY WEALTH PARTNERS, LLC VTV ($177.66) 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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