Milestone Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 575 shares of VOO stock, worth $318,176. This represents 0.21% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$318,176
Previous $199,000
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,284Shares Held
406MCall Options Held
2.08MPut Options Held
2.68M-
Proficio Capital Partners LLC Newton, MA36MShares$19.9 Billion11.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$13 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio