Milestone Advisory Partners Vanguard Transaction History

Milestone Advisory Partners

$120 Million
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$58.29 - $59.37 $196,145 - $199,780	-3,365 Reduced 48.89%	3,518 $207,000
Q1 2022 May 10, 2022	SELL	$59.19 - $60.79 $238,298 - $244,740	-4,026 Reduced 36.91%	6,883 $408,000
Q4 2021 Feb 04, 2022	SELL	$60.79 - $61.43 $172,582 - $174,399	-2,839 Reduced 20.65%	10,909 $664,000
Q3 2021 Nov 09, 2021	SELL	$61.39 - $61.54 $25,354 - $25,416	-413 Reduced 2.92%	13,748 $844,000
Q2 2021 Aug 13, 2021	SELL	$61.41 - $61.64 $4.63 Million - $4.65 Million	-75,405 Reduced 84.19%	14,161 $870,000
Q1 2021 Apr 28, 2021	SELL	$61.49 - $61.63 $346,926 - $347,716	-5,642 Reduced 5.93%	89,566 $5.51 Million
Q4 2020 Jan 25, 2021	SELL	$61.6 - $62.06 $11.9 Million - $12 Million	-193,542 Reduced 67.03%	95,208 $5.87 Million
Q3 2020 Oct 27, 2020	BUY	$62.07 - $62.21 $644,907 - $646,361	10,390 Added 3.73%	288,750 $17.9 Million
Q2 2020 Jul 31, 2020	BUY	$62.08 - $62.28 $16.1 Million - $16.1 Million	258,750 Added 1319.48%	278,360 $17.3 Million
Q1 2020 Jul 31, 2020	BUY	$60.83 - $62.34 $1.19 Million - $1.22 Million	19,610 New	19,610 $1.22 Million

Others Institutions Holding VGSH

# of Institutions

919

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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