Milestone Investment Advisors LLC Vanguard Mid Cap Growth Index Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,202 shares of VOT stock, worth $549,685. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,202

Previous 2,255 2.35%

Holding current value

$549,685

Previous $517,000 3.68%

% of portfolio

0.15%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$218.05 - $243.47 $11,556 - $12,903	-53 Reduced 2.35%	2,202 $536,000
Q2 2024 Aug 13, 2024	SELL	$218.75 - $234.97 $4,812 - $5,169	-22 Reduced 0.97%	2,255 $517,000
Q4 2023 Feb 09, 2024	SELL	$180.9 - $221.2 $3,979 - $4,866	-22 Reduced 0.96%	2,277 $499,000
Q3 2023 Nov 08, 2023	SELL	$191.65 - $213.93 $766 - $855	-4 Reduced 0.17%	2,299 $447,000
Q2 2023 Aug 02, 2023	SELL	$186.22 - $205.77 $2,979 - $3,292	-16 Reduced 0.69%	2,303 $473,000
Q1 2023 May 16, 2023	BUY	$177.43 - $203.61 $9,226 - $10,587	52 Added 2.29%	2,319 $451,000
Q4 2022 Mar 15, 2023	BUY	$165.84 - $193.83 $375,959 - $439,412	2,267 New	2,267 $407 Million

Others Institutions Holding VOT

# of Institutions

951

Shares Held

38.8M

Call Options Held

15.7K

Put Options Held

4.4K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Milestone Investment Advisors LLC Vanguard Mid Cap Growth Index Transaction History