Milestone Investment Advisors LLC Vanguard Growth ETF Transaction History

Milestone Investment Advisors LLC

$395 Million
Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 42,070 shares of VUG stock, worth $20.3 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares

42,070

Previous 42,195 0.3%

Holding current value

$20.3 Million

Previous $18.5 Million 9.08%

% of portfolio

5.11%

Previous 4.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$433.97 - $484.08 $54,246 - $60,510	-125 Reduced 0.3%	42,070 $20.2 Million
Q2 2025 Aug 13, 2025	SELL	$329.49 - $438.4 $954,203 - $1.27 Million	-2,896 Reduced 6.42%	42,195 $18.5 Million
Q1 2025 Apr 28, 2025	SELL	$369.1 - $427.61 $1.14 Million - $1.33 Million	-3,099 Reduced 6.43%	45,091 $16.7 Million
Q4 2024 Feb 12, 2025	BUY	$378.79 - $428.11 $406,441 - $459,362	1,073 Added 2.28%	48,190 $19.8 Million
Q3 2024 Oct 30, 2024	SELL	$341.08 - $391.94 $163,036 - $187,347	-478 Reduced 1.0%	47,117 $18.1 Million

Q2 2024 Aug 13, 2024	SELL	$322.46 - $377.11 $112,861 - $131,988	-350 Reduced 0.73%	47,595 $17.8 Million
Q1 2024 May 14, 2024	SELL	$301.05 - $346.61 $13,848 - $15,944	-46 Reduced 0.1%	47,945 $16.5 Million
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $105,662 - $126,112	404 Added 0.85%	47,991 $14.9 Million
Q3 2023 Nov 08, 2023	BUY	$269.56 - $293.5 $84,641 - $92,159	314 Added 0.66%	47,587 $13 Million
Q2 2023 Aug 02, 2023	BUY	$243.06 - $282.96 $2.49 Million - $2.9 Million	10,234 Added 27.63%	47,273 $13.4 Million
Q1 2023 May 16, 2023	BUY	$209.25 - $249.44 $925,303 - $1.1 Million	4,422 Added 13.56%	37,039 $9.24 Million
Q4 2022 Mar 15, 2023	BUY	$208.44 - $233.81 $6.8 Million - $7.63 Million	32,617 New	32,617 $6.95 Billion

Others Institutions Holding VUG

# of Institutions

2,914

Shares Held

277M

Call Options Held

345K

Put Options Held

186K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Milestone Investment Advisors LLC Vanguard Growth ETF Transaction History