Milestone Investment Advisors LLC Vanguard Small Cap ETF Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,263 shares of VB stock, worth $565,320. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,263
Previous 2,263 -0.0%
Holding current value
$565,320
Previous $536,000 7.28%
% of portfolio
0.15%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$214.77 - $237.72 $90,632 - $100,317
422 Added 22.92%
2,263 $536,000
Q4 2023

Feb 09, 2024
BUY
$175.26 - $215.9 $8,237 - $10,147
47 Added 2.62%
1,841 $392,000
Q4 2022

Mar 15, 2023
BUY
$172.82 - $196.57 $310,039 - $352,646
1,794 New
1,794 $329 Million

Others Institutions Holding VB

# of Institutions
2,500
Shares Held
165M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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