Milestone Asset Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Milestone Asset Management Group, LLC

  • $111 Billion
  • Q1 2025

A detailed history of Milestone Asset Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Milestone Asset Management Group, LLC holds 9,305 shares of VOO stock, worth $5.1 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares
9,305
Previous 8,436 10.3%
Holding current value
$5.1 Million
Previous $4.55 Billion 5.21%
% of portfolio
4.32%
Previous 4.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$507.05 - $563.67 $440,626 - $489,829
869 Added 10.3%
9,305 $4.78 Billion
Q4 2024

Mar 27, 2025
BUY
$521.84 - $558.82 $4.4 Million - $4.71 Million
8,436 New
8,436 $4.55 Billion

Others Institutions Holding VOO

# of Institutions
3,636
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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

Track Milestone Asset Management Group, LLC Portfolio

Follow Milestone Asset Management Group, LLC 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 Asset Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email