Milestone Investment Advisors LLC Vanguard Mid Cap ETF Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,476 shares of VO stock, worth $666,316. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,476
Previous 2,496
0.8%
Holding current value
$666,316
Previous $604,000
8.11%
% of portfolio
0.19%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.33 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.9 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio