Milestone Investment Advisors LLC Vanguard Growth ETF Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 47,117 shares of VUG stock, worth $19.6 Million. This represents 5.15% of its overall portfolio holdings.

Number of Shares

47,117

Previous 47,595 1.0%

Holding current value

$19.6 Million

Previous $17.8 Million 1.62%

% of portfolio

5.15%

Previous 4.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$341.08 - $391.94 $163,036 - $187,347	-478 Reduced 1.0%	47,117 $18.1 Million
Q2 2024 Aug 13, 2024	SELL	$322.46 - $377.11 $112,861 - $131,988	-350 Reduced 0.73%	47,595 $17.8 Million
Q1 2024 May 14, 2024	SELL	$301.05 - $346.61 $13,848 - $15,944	-46 Reduced 0.1%	47,945 $16.5 Million
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $105,662 - $126,112	404 Added 0.85%	47,991 $14.9 Million
Q3 2023 Nov 08, 2023	BUY	$269.56 - $293.5 $84,641 - $92,159	314 Added 0.66%	47,587 $13 Million
Q2 2023 Aug 02, 2023	BUY	$243.06 - $282.96 $2.49 Million - $2.9 Million	10,234 Added 27.63%	47,273 $13.4 Million
Q1 2023 May 16, 2023	BUY	$209.25 - $249.44 $925,303 - $1.1 Million	4,422 Added 13.56%	37,039 $9.24 Million
Q4 2022 Mar 15, 2023	BUY	$208.44 - $233.81 $6.8 Million - $7.63 Million	32,617 New	32,617 $6.95 Billion

Others Institutions Holding VUG

# of Institutions

2,409

Shares Held

242M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Milestone Investment Advisors LLC Vanguard Growth ETF Transaction History