Milestone Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 850 shares of VMBS stock, worth $39,176. This represents 0.04% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$39,176
Previous $41,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
672Shares Held
395MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA115MShares$5.31 Billion0.99% of portfolio
-
Bank Of America Corp Charlotte, NC73.2MShares$3.37 Billion0.28% of portfolio
-
Jpmorgan Chase & CO New York, NY46.5MShares$2.14 Billion0.17% of portfolio
-
Envestnet Asset Management Inc19.9MShares$915 Million0.3% of portfolio
-
Assetmark, Inc8.12MShares$374 Million1.01% of portfolio