Milestone Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Milestone Asset Management, LLC
- $529 Billion
- Q3 2025
A detailed history of Milestone Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Milestone Asset Management, LLC holds 1,639 shares of VIG stock, worth $298,543. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,639Holding current value
$298,543% of portfolio
0.07%Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,606Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio