Milestone Advisory Partners Vanguard Wellington Fd U S Val Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Milestone Advisory Partners holds 71,265 shares of VFVA stock, worth $8.22 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
71,265
Previous 56,813
25.44%
Holding current value
$8.22 Million
Previous $5.66 Million
25.98%
% of portfolio
5.95%
Previous 5.14%
Shares
10 transactions
Others Institutions Holding VFVA
# of Institutions
103Shares Held
2.59MCall Options Held
0Put Options Held
0-
Adviser Investments LLC510KShares$58.8 Million0.74% of portfolio
-
Armbruster Capital Management, Inc.424KShares$48.9 Million9.65% of portfolio
-
Anderson Hoagland & CO260KShares$30 Million3.21% of portfolio
-
Equitable Holdings, Inc. New York, NY111KShares$12.8 Million0.13% of portfolio
-
Sequoia Financial Advisors, LLC89.5KShares$10.3 Million0.09% of portfolio