Milestone Investment Advisors LLC Vanguard Total Stock Market Et Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 15,098 shares of VTI stock, worth $4.44 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

15,098

Previous 92,209 83.63%

Holding current value

$4.44 Million

Previous $24.7 Million 82.67%

% of portfolio

1.22%

Previous 6.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$255.18 - $283.2 $19.7 Million - $21.8 Million	-77,111 Reduced 83.63%	15,098 $4.28 Million
Q2 2024 Aug 13, 2024	SELL	$245.23 - $269.4 $3.28 Million - $3.6 Million	-13,363 Reduced 12.66%	92,209 $24.7 Million
Q1 2024 May 14, 2024	SELL	$232.77 - $260.14 $780,710 - $872,509	-3,354 Reduced 3.08%	105,572 $27.4 Million
Q4 2023 Feb 09, 2024	BUY	$203.12 - $238.25 $483,831 - $567,511	2,382 Added 2.24%	108,926 $25.8 Million
Q3 2023 Nov 08, 2023	BUY	$211.41 - $228.35 $1.87 Million - $2.01 Million	8,824 Added 9.03%	106,544 $22.6 Million
Q2 2023 Aug 02, 2023	BUY	$200.75 - $220.28 $271,815 - $298,259	1,354 Added 1.41%	97,720 $21.5 Million
Q1 2023 May 16, 2023	BUY	$189.85 - $210.01 $1.25 Million - $1.39 Million	6,603 Added 7.36%	96,366 $19.7 Million
Q4 2022 Mar 15, 2023	BUY	$179.3 - $204.18 $16.1 Million - $18.3 Million	89,763 New	89,763 $17.2 Billion

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

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.

Account

Milestone Investment Advisors LLC Vanguard Total Stock Market Et Transaction History