Mosaic Family Wealth Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Hold |
2,122
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $242K | Sell |
2,122
-24
| -1% | -$2.74K | 0.03% | 188 |
|
|
2024
Q4 | $254K | Sell |
2,146
-8
| -0.4% | -$947 | 0.04% | 178 |
|
|
2024
Q3 | $260K | Hold |
2,154
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $244K | Sell |
2,154
-364
| -14% | -$41.2K | 0.04% | 175 |
|
|
2024
Q1 | $301K | Hold |
2,518
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $284K | Sell |
2,518
-399
| -14% | -$45K | 0.05% | 153 |
|
|
2023
Q3 | $292K | Hold |
2,917
| – | – | 0.06% | 144 |
|
|
2023
Q2 | $291K | Sell |
2,917
-38
| -1% | -$3.79K | 0.06% | 147 |
|
|
2023
Q1 | $287K | Buy |
2,955
+1
| +0% | +$97 | 0.06% | 143 |
|
|
2022
Q4 | $291K | Buy |
+2,954
| New | +$291K | 0.08% | 141 |
|