Milestone Wealth, LLC Vanguard Growth ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 277 shares of VUG stock, worth $133,935. This represents 0.07% of its overall portfolio holdings.
Number of Shares
277
Previous 277
-0.0%
Holding current value
$133,935
Previous $62,000
-0.0%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio