Milestone Asset Management, LLC Vanguard Growth ETF Transaction History
Milestone Asset Management, LLC
- $529 Billion
- Q3 2025
A detailed history of Milestone Asset Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Milestone Asset Management, LLC holds 1,738 shares of VUG stock, worth $840,357. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,738
Previous 751
131.42%
Holding current value
$840,357
Previous $329 Million
153.08%
% of portfolio
0.16%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding VUG
# of Institutions
2,912Shares Held
277MCall Options Held
345KPut Options Held
178K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio