Milestone Advisory Partners Vanguard Wellington Fd Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Milestone Advisory Partners holds 40,768 shares of VFMV stock, worth $5.08 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$5.08 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
44Shares Held
627KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO185KShares$23 Million2.33% of portfolio
-
Foundations Investment Advisors, LLC94.6KShares$11.8 Million0.26% of portfolio
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New Edge Advisors, LLC New Orleans, LA68.4KShares$8.52 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC38.6KShares$4.81 Million0.0% of portfolio
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Umb Bank, N.A.35.8KShares$4.45 Million0.07% of portfolio