Milestone Advisory Partners Vanguard Wellington Fd U S Val Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Milestone Advisory Partners holds 71,265 shares of VFVA stock, worth $8.48 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
71,265
Previous 56,813
25.44%
Holding current value
$8.48 Million
Previous $5.66 Million
25.98%
% of portfolio
5.95%
Previous 5.14%
Shares
10 transactions
Others Institutions Holding VFVA
# of Institutions
89Shares Held
2.31MCall Options Held
0Put Options Held
0-
Adviser Investments LLC600KShares$71.4 Million0.91% of portfolio
-
Armbruster Capital Management, Inc.417KShares$49.6 Million10.05% of portfolio
-
Anderson Hoagland & CO265KShares$31.5 Million3.31% of portfolio
-
Sterling Manor Financial, LLC113KShares$13.4 Million9.69% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL66.7KShares$7.94 Million0.01% of portfolio