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 $5.29 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$5.29 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
78Shares Held
1.27MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO177KShares$23 Million2.12% of portfolio
-
Foundations Investment Advisors, LLC144KShares$18.7 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC106KShares$13.8 Million0.0% of portfolio
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Sequoia Financial Advisors, LLC74.5KShares$9.67 Million0.07% of portfolio
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Martin Worley Group Cottonwood Heights, UT72.4KShares$9.4 Million5.07% of portfolio