Milestone Investment Advisors LLC Vanguard Small Cap ETF Transaction History
Milestone Investment Advisors LLC
- $351 Million
- Q3 2024
A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,263 shares of VB stock, worth $547,351. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,263
Previous 1,841
22.92%
Holding current value
$547,351
Previous $401,000
33.67%
% of portfolio
0.15%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,108Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.07 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.78 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.74 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.26 Billion0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA5.13MShares$1.24 Billion0.28% of portfolio