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 $5.35 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
40,768Holding current value
$5.35 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding VFMV
# of Institutions
75Shares Held
1.14MCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO178KShares$23.4 Million2.23% of portfolio
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Foundations Investment Advisors, LLC140KShares$18.3 Million0.3% of portfolio
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Lpl Financial LLC Fort Mill, SC95.6KShares$12.5 Million0.0% of portfolio
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Martin Worley Group Cottonwood Heights, UT72.4KShares$9.5 Million5.07% of portfolio
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New Edge Advisors, LLC New Orleans, LA67.7KShares$8.88 Million0.05% of portfolio