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 $5.23 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$5.23 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
63Shares Held
1.19MCall Options Held
0Put Options Held
0-
Tanglewood Wealth Management, Inc.202KShares$25.9 Million2.98% of portfolio
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Anderson Hoagland & CO178KShares$22.9 Million2.43% of portfolio
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Foundations Investment Advisors, LLC134KShares$17.1 Million0.33% of portfolio
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New Edge Advisors, LLC New Orleans, LA69.5KShares$8.92 Million0.05% of portfolio
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Martin Worley Group Cottonwood Heights, UT65.6KShares$8.42 Million4.75% of portfolio