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Mosaic Family Wealth, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mosaic Family Wealth, LLC on VUG, newest first. How the timeline and the estimate are built.

Mosaic Family Wealth, LLC held 266,746 VUG shares at 2021-12-31 per its 13F-HR filed 2022-01-25.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 266,746 shares
    Change vs previous 13F +1,611 shares

    22.27% of the 13F portfolio, value $85,599,000.

    13F-HR 0001760472-22-000002 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 265,135 shares
    Change vs previous 13F -398 shares

    21.31% of the 13F portfolio, value $76,934,000.

    13F-HR 0001674343-21-000004 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 265,533 shares
    Change vs previous 13F +2,505 shares

    22.06% of the 13F portfolio, value $76,157,000.

    13F-HR 0001674343-21-000003 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 263,028 shares
    Change vs previous 13F +14,647 shares

    21.11% of the 13F portfolio, value $67,609,000.

    13F-HR 0001674343-21-000002 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 248,381 shares
    Change vs previous 13F -31,014 shares

    21.11% of the 13F portfolio, value $62,925,000.

    13F-HR 0001674343-21-000001 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 279,395 shares
    Change vs previous 13F -6,781 shares

    24.09% of the 13F portfolio, value $63,593,000.

    13F-HR 0001674343-20-000005 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 286,176 shares
    Change vs previous 13F -1,734 shares

    24.01% of the 13F portfolio, value $57,833,000.

    13F-HR 0001674343-20-000003 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 287,910 shares
    Change vs previous 13F not available

    23.11% of the 13F portfolio, value $45,113,000.

    13F-HR 0001674343-20-000002 filed by Mosaic Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).