Milestone Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Milestone Investment Advisors LLC

  • $360 Million
  • Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 695 shares of VFVA stock, worth $79,021. This represents 0.02% of its overall portfolio holdings.

Number of Shares
695
Previous 4,297 83.83%
Holding current value
$79,021
Previous $517,000 84.14%
% of portfolio
0.02%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$117.34 - $130.02 $422,658 - $468,332
-3,602 Reduced 83.83%
695 $82,000
Q3 2024

Oct 30, 2024
BUY
$111.27 - $122.66 $92,799 - $102,298
834 Added 24.08%
4,297 $517,000
Q2 2024

Aug 13, 2024
BUY
$110.79 - $118.48 $300,462 - $321,317
2,712 Added 361.12%
3,463 $391,000
Q1 2024

May 14, 2024
BUY
$108.27 - $119.34 $81,310 - $89,624
751 New
751 $89,000

Others Institutions Holding VFVA

# of Institutions
101
Shares Held
2.46M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

VFVA Quotes by TradingView
  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email