Mosaic Family Wealth Partners’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156M | Buy |
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|
2025
Q2 | $141M | Buy |
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|
2025
Q1 | $117M | Buy |
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|
2024
Q4 | $126M | Buy |
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|
2024
Q3 | $115M | Buy |
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|
2024
Q2 | $102M | Buy |
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|
2024
Q1 | $93.9M | Buy |
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|
2023
Q4 | $83.5M | Sell |
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|
2023
Q3 | $78.1M | Sell |
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|
2023
Q2 | $81.6M | Buy |
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|
2023
Q1 | $71.7M | Buy |
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|
2022
Q4 | $58.5M | Buy |
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