Milestone Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 72 shares of VIG stock, worth $13,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72
Previous 112 35.71%
Holding current value
$13,114
Previous $20,000 35.0%
% of portfolio
0.0%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-40 Reduced 35.71%
72 $13,000
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $7,637 - $8,121
-50 Reduced 30.86%
112 $18,000
Q4 2022

Mar 15, 2023
BUY
$144.84 - $158.71 $23,464 - $25,711
162 New
162 $24.6 Million

Others Institutions Holding VIG

# of Institutions
2,655
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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