A detailed history of Milestone Investment Advisors LLC transactions in Vanguard World Fd Esg U S Corp stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 1,102 shares of VCEB stock, worth $69,448. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,102
Previous 863 27.69%
Holding current value
$69,448
Previous $53,000 33.96%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$61.6 - $65.13 $14,722 - $15,566
239 Added 27.69%
1,102 $71,000
Q1 2024

May 14, 2024

BUY
$61.87 - $63.48 $49,743 - $51,037
804 Added 1362.71%
863 $54,000
Q4 2023

Feb 09, 2024

SELL
$57.78 - $63.69 $520 - $573
-9 Reduced 13.24%
59 $3,000
Q4 2022

Mar 15, 2023

BUY
$57.68 - $62.66 $3,922 - $4,260
68 New
68 $4.13 Million

Others Institutions Holding VCEB

About VANGUARD WORLD FD ESG U S CORP


  • Ticker VCEB
  • Sector ETFs
  • Industry ETFs
More about VCEB
Track This Portfolio

Track Milestone Investment Advisors LLC Portfolio

Follow Milestone Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.