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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 16, 2022

SELL
$170.45 - $206.62 $511 - $619
-3 Reduced 1.02%
290 $49,000
Q4 2021

Feb 16, 2022

BUY
$215.13 - $239.37 $63,033 - $70,135
293 New
293 $67,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Milestone Wealth, LLC Portfolio

Follow Milestone Wealth, 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 Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Wealth, LLC with notifications on news.