Milestone Advisory Partners Vanguard Wellington Fd U S Val Transaction History
Milestone Advisory Partners
- $120 Million
- Q3 2023
A detailed history of Milestone Advisory Partners transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Milestone Advisory Partners holds 71,265 shares of VFVA stock, worth $7.93 Million. This represents 5.95% of its overall portfolio holdings.
Number of Shares
71,265
Previous 56,813
25.44%
Holding current value
$7.93 Million
Previous $5.66 Million
25.98%
% of portfolio
5.95%
Previous 5.14%
Shares
10 transactions
Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.51MCall Options Held
0Put Options Held
0-
Adviser Investments LLC615KShares$68.4 Million0.99% of portfolio
-
Armbruster Capital Management, Inc.429KShares$47.7 Million10.89% of portfolio
-
Anderson Hoagland & CO260KShares$29 Million3.47% of portfolio
-
Symmetry Partners, LLC177KShares$19.7 Million1.65% of portfolio
-
Sterling Manor Financial, LLC129KShares$14.4 Million11.95% of portfolio