Mosaic Family Wealth Partners’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Hold |
5,075
| – | – | 0.18% | 59 |
|
|
2025
Q1 | $1.3M | Sell |
5,075
-21
| -0.4% | -$5.4K | 0.19% | 61 |
|
|
2024
Q4 | $1.37M | Buy |
5,096
+21
| +0.4% | +$5.66K | 0.2% | 56 |
|
|
2024
Q3 | $1.34M | Hold |
5,075
| – | – | 0.2% | 57 |
|
|
2024
Q2 | $1.27M | Sell |
5,075
-511
| -9% | -$128K | 0.2% | 59 |
|
|
2024
Q1 | $1.34M | Sell |
5,586
-316
| -5% | -$75.8K | 0.22% | 58 |
|
|
2023
Q4 | $1.29M | Hold |
5,902
| – | – | 0.22% | 50 |
|
|
2023
Q3 | $1.15M | Sell |
5,902
-7,100
| -55% | -$1.39M | 0.23% | 48 |
|
|
2023
Q2 | $2.64M | Hold |
13,002
| – | – | 0.52% | 29 |
|
|
2023
Q1 | $2.43M | Sell |
13,002
-3,609
| -22% | -$674K | 0.51% | 28 |
|
|
2022
Q4 | $2.89M | Buy |
+16,611
| New | +$2.89M | 0.82% | 20 |
|