Milestone Wealth, LLC Vanguard Small Cap ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 293 shares of VB stock, worth $71,468. This represents 0.06% of its overall portfolio holdings.
Number of Shares
293
Previous 293
-0.0%
Holding current value
$71,468
Previous $52,000
-0.0%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.12 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.76 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.27 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.25 Billion0.28% of portfolio