Milestone Advisory Partners Vanguard Wellington Fd Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Milestone Advisory Partners holds 40,768 shares of VFMV stock, worth $4.95 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$4.95 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
39Shares Held
573KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$22.4 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.5 Million0.26% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.73 Million0.05% of portfolio
-
Umb Bank, N.A.35.8KShares$4.34 Million0.07% of portfolio
-
Ubs Group Ag27.2KShares$3.31 Million0.0% of portfolio