Vanguard Personalized Indexing Management’s The Mosaic Company MOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Buy |
66,203
+13,772
| +26% | +$502K | 0.03% | 500 |
|
|
2025
Q1 | $1.42M | Sell |
52,431
-1,495
| -3% | -$40.4K | 0.02% | 626 |
|
|
2024
Q4 | $1.33M | Buy |
53,926
+3,681
| +7% | +$90.5K | 0.02% | 641 |
|
|
2024
Q3 | $1.35M | Buy |
50,245
+8,104
| +19% | +$217K | 0.02% | 628 |
|
|
2024
Q2 | $1.22M | Buy |
42,141
+5,918
| +16% | +$171K | 0.02% | 594 |
|
|
2024
Q1 | $1.18M | Sell |
36,223
-6,903
| -16% | -$224K | 0.03% | 579 |
|
|
2023
Q4 | $1.54M | Sell |
43,126
-4,720
| -10% | -$169K | 0.04% | 439 |
|
|
2023
Q3 | $1.7M | Buy |
47,846
+8,056
| +20% | +$287K | 0.05% | 357 |
|
|
2023
Q2 | $1.39M | Buy |
39,790
+2,838
| +8% | +$99.3K | 0.04% | 426 |
|
|
2023
Q1 | $1.7M | Buy |
36,952
+2,764
| +8% | +$127K | 0.06% | 337 |
|
|
2022
Q4 | $1.5M | Sell |
34,188
-15,984
| -32% | -$701K | 0.06% | 355 |
|
|
2022
Q3 | $2.43M | Buy |
50,172
+16,495
| +49% | +$797K | 0.11% | 182 |
|
|
2022
Q2 | $1.59M | Buy |
33,677
+577
| +2% | +$27.3K | 0.07% | 265 |
|
|
2022
Q1 | $2.2M | Buy |
33,100
+8,751
| +36% | +$582K | 0.11% | 174 |
|
|
2021
Q4 | $957K | Buy |
24,349
+4,480
| +23% | +$176K | 0.06% | 418 |
|
|
2021
Q3 | $710K | Buy |
19,869
+12,460
| +168% | +$445K | 0.06% | 343 |
|
|
2021
Q2 | $236K | Buy |
+7,409
| New | +$236K | 0.02% | 839 |
|