Milestone Advisory Partners Vanguard Growth ETF Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Vanguard Growth ETF stock. As of the latest transaction made, Milestone Advisory Partners holds 23,998 shares of VUG stock, worth $11.6 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
23,998
Previous 20,301
18.21%
Holding current value
$11.6 Million
Previous $5.74 Million
13.75%
% of portfolio
5.45%
Previous 5.21%
Shares
13 transactions
Others Institutions Holding VUG
# of Institutions
2,916Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio