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
40,768
Holding current value
$5.23 Million
% of portfolio
3.27%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
BUY
$96.17 - $101.92 $3.92 Million - $4.16 Million
40,768 New
40,768 $3.92 Million

Others Institutions Holding VFMV

# of Institutions
63
Shares Held
1.19M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD

VFMV Quotes by TradingView
  • Ticker VFMV
  • Sector ETFs
  • Industry ETFs
More about VFMV
Track This Portfolio

Track Milestone Advisory Partners Portfolio

Follow Milestone Advisory Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Advisory Partners, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Advisory Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email