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 $4.94 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$4.94 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
40Shares Held
537KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO186KShares$22.6 Million2.29% of portfolio
-
Foundations Investment Advisors, LLC56.6KShares$6.86 Million0.17% of portfolio
-
New Edge Advisors, LLC New Orleans, LA55.5KShares$6.73 Million0.05% of portfolio
-
Umb Bank, N.A.34.7KShares$4.2 Million0.07% of portfolio
-
Ubs Group Ag27.2KShares$3.3 Million0.0% of portfolio