Milestone Advisory Partners Closed Holding Positions

Milestone Advisory Partners

  • $120 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
VFQY
Vanguard Wellington Fd U S Qua

ETFs
Q2 2022 Filed on Jul 18, 2022
2,588
$95.56 - $116.93 $247K - $303K
SHYF
Shyft Group, Inc.

Industrials
Q2 2022 Filed on Jul 18, 2022
5,774
$18.59 - $35.57 $107K - $205K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
6,138
$35.63 - $48.89 $219K - $300K
MO
Altria Group, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 18, 2022
4,025
$41.5 - $56.57 $167K - $228K
SYNA
Synaptics Inc

Technology
Q2 2022 Filed on Jul 18, 2022
1,628
$116.04 - $195.15 $189K - $318K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Jul 18, 2022
14,029
$22.45 - $28.45 $315K - $399K
AXON
Axon Enterprise, Inc.

Industrials
Q2 2022 Filed on Jul 18, 2022
1,834
$84.37 - $140.0 $155K - $257K
COST
Costco Wholesale Corp

Consumer Defensive
Q2 2022 Filed on Jul 18, 2022
500
$416.43 - $608.05 $208K - $304K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q2 2022 Filed on Jul 18, 2022
1,708
$167.96 - $227.2 $287K - $388K
ATRC
Atri Cure, Inc.

Healthcare
Q2 2022 Filed on Jul 18, 2022
3,730
$35.1 - $66.01 $131K - $246K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,731
$77.72 - $122.5 $290K - $457K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2022 Filed on May 10, 2022
3,690
$81.07 - $115.44 $299K - $426K
VCR
Vanguard Consumer Discretionar

ETFs
Q1 2022 Filed on May 10, 2022
21,510
$271.48 - $348.23 $5.84M - $7.49M
NTRA
Natera, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
3,276
$30.32 - $91.33 $99.3K - $299K
LMAT
Lemaitre Vascular Inc

Healthcare
Q1 2022 Filed on May 10, 2022
4,648
$40.48 - $51.5 $188K - $239K
IIVI
Ii Vi Inc

Technology
Q1 2022 Filed on May 10, 2022
3,294
$59.37 - $74.49 $196K - $245K
CHDN
Churchill Downs Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,309
$199.28 - $244.26 $261K - $320K
DECK
Deckers Outdoor Corp

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
980
$234.8 - $367.94 $230K - $361K
FAN
First Tr Exchange Traded Fd Ii
Q1 2022 Filed on May 10, 2022
33,195
N/A
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
3,125
$71.21 - $94.91 $223K - $297K
VRNS
Varonis Systems Inc

Technology
Q1 2022 Filed on May 10, 2022
4,530
$32.76 - $48.66 $148K - $220K
WING
Wingstop Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
1,158
$108.81 - $172.32 $126K - $200K
TREX
Trex CO Inc

Industrials
Q1 2022 Filed on May 10, 2022
1,697
$65.33 - $133.55 $111K - $227K
RGEN
Repligen Corp

Healthcare
Q1 2022 Filed on May 10, 2022
895
$161.19 - $257.96 $144K - $231K
POWI
Power Integrations Inc

Technology
Q1 2022 Filed on May 10, 2022
2,332
$75.37 - $98.1 $176K - $229K
WK
Workiva Inc

Technology
Q1 2022 Filed on May 10, 2022
2,204
$93.64 - $128.13 $206K - $282K
SPT
Sprout Social, Inc.

Technology
Q1 2022 Filed on May 10, 2022
2,893
$52.7 - $87.06 $152K - $252K
WAL
Western Alliance Bancorporation

Financial Services
Q1 2022 Filed on May 10, 2022
2,602
$77.48 - $122.35 $202K - $318K
OMCL
Omnicell, Inc

Healthcare
Q1 2022 Filed on May 10, 2022
1,441
$120.68 - $180.51 $174K - $260K
BL
Blackline, Inc.

Technology
Q4 2021 Filed on Feb 04, 2022
1,731
$99.35 - $131.39 $172K - $227K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
Q4 2021 Filed on Feb 04, 2022
55,464
$76.94 - $81.97 $4.27M - $4.55M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2021 Filed on Feb 04, 2022
3,732
$59.79 - $59.95 $223K - $224K
AMZN
Amazon Com Inc

Consumer Cyclical
Q4 2021 Filed on Feb 04, 2022
67
$159.49 - $184.8 $10.7K - $12.4K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q3 2021 Filed on Nov 09, 2021
7,400
$38.55 - $39.48 $285K - $292K
VAW
Vanguard Materials ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
4,014
$173.0 - $189.06 $694K - $759K
HQY
Healthequity, Inc.

Healthcare
Q3 2021 Filed on Nov 09, 2021
2,835
$61.14 - $82.65 $173K - $234K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q3 2021 Filed on Nov 09, 2021
9,522
$65.64 - $84.77 $625K - $807K
VZ
Verizon Communications Inc

Communication Services
Q2 2021 Filed on Aug 13, 2021
4,649
$55.82 - $59.52 $260K - $277K
SITE
Site One Landscape Supply, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
1,379
$160.92 - $202.98 $222K - $280K
SLAB
Silicon Laboratories Inc.

Technology
Q2 2021 Filed on Aug 13, 2021
1,498
$122.93 - $154.6 $184K - $232K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
2,482
$73.78 - $107.52 $183K - $267K
ROLL
Rbc Bearings Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
1,123
$187.31 - $205.04 $210K - $230K
AZTA
Azenta, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
2,651
$86.59 - $107.47 $230K - $285K
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
6,114
$36.62 - $51.69 $224K - $316K
EXPO
Exponent Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
2,069
$86.06 - $102.31 $178K - $212K
HELE
Helen Of Troy LTD

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
1,073
$206.08 - $231.1 $221K - $248K
NOVT
Novanta Inc

Technology
Q2 2021 Filed on Aug 13, 2021
1,809
$125.37 - $141.73 $227K - $256K
MMS
Maximus, Inc.

Industrials
Q2 2021 Filed on Aug 13, 2021
3,618
$86.72 - $95.73 $314K - $346K
INTC
Intel Corp

Technology
Q2 2021 Filed on Aug 13, 2021
3,159
$53.62 - $68.26 $169K - $216K
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