VCWA
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Vanguard Capital Wealth Advisors’s The Mosaic Company MOS Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio MOS Stock Details MOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,300
Closed -$211K – 143
2024
Q2 		$211K Buy
+7,300
New +$220K 0.14% 114
2023
Q4 		– Sell
-16,317
Closed -$581K – 156
2023
Q3 		$581K Buy
16,317
+10,504
+181% +$403K 0.54% 45
2023
Q2 		$203K Buy
+5,813
New +$225K 0.18% 116
2022
Q4 		– Sell
-10,426
Closed -$503K – 129
2022
Q3 		$503K Buy
+10,426
New +$539K 0.61% 47
2022
Q1 		– Sell
-8,854
Closed -$347K – 162
2021
Q4 		$347K Sell
8,854
-600
-6% -$23K 0.25% 89
2021
Q3 		$338 Buy
+9,454
New +$302K 0.23% 90

Other funds holding MOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return