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 $5.2 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$5.2 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
46Shares Held
753KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.9 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.9 Million0.25% of portfolio
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New Edge Advisors, LLC New Orleans, LA68.4KShares$8.72 Million0.05% of portfolio
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Martin Worley Group Cottonwood Heights, UT58KShares$7.39 Million4.37% of portfolio
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Umb Bank, N.A.35.7KShares$4.55 Million0.07% of portfolio