Milestone Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 70,286 shares of VYM stock, worth $9.04 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
70,286
Previous 69,719
0.81%
Holding current value
$9.04 Million
Previous $8.27 Million
8.97%
% of portfolio
2.57%
Previous 2.23%
Shares
8 transactions
Others Institutions Holding VYM
# of Institutions
1,754Shares Held
175MCall Options Held
1.59MPut Options Held
278K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.22 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$672 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$643 Million0.21% of portfolio