Mosaic Family Wealth Partners’s Vanguard US Value Factor ETF VFVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $269K | Sell |
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|
2025
Q2 | $251K | Hold |
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|
2025
Q1 | $242K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $260K | Hold |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $301K | Hold |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $291K | Buy |
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