Milestone Asset Management, LLC Vanguard Value ETF Transaction History

Milestone Asset Management, LLC

  • $399 Billion
  • Q2 2024

A detailed history of Milestone Asset Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 2,425 shares of VTV stock, worth $402,234. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,425
Previous 2,072 17.04%
Holding current value
$402,234
Previous $337 Million 15.28%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$154.57 - $163.65 $54,563 - $57,768
353 Added 17.04%
2,425 $389 Million
Q1 2024

Apr 23, 2024
BUY
$147.46 - $162.86 $3,981 - $4,397
27 Added 1.32%
2,072 $337 Million
Q3 2023

Nov 13, 2023
BUY
$137.93 - $147.18 $86,757 - $92,576
629 Added 44.42%
2,045 $279 Million
Q2 2023

Aug 08, 2023
SELL
$134.74 - $142.42 $86,503 - $91,433
-642 Reduced 31.2%
1,416 $201 Million
Q4 2022

Feb 06, 2023
BUY
$136.96 - $146.24 $281,863 - $300,961
2,058 New
2,058 $293 Million

Others Institutions Holding VTV

# of Institutions
2,166
Shares Held
494M
Call Options Held
259K
Put Options Held
37.4K
View Full List

About VANGUARD VALUE ETF

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

Track Milestone Asset Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email