Milestone Investment Advisors LLC Vanguard Small Cap Value ETF Transaction History
Milestone Investment Advisors LLC
- $360 Million
- Q4 2024
A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,193 shares of VBR stock, worth $443,314. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,193
Previous 2,241
2.14%
Holding current value
$443,314
Previous $449,000
3.34%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,694Shares Held
100MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.73 Billion0.31% of portfolio
-
Brooklyn Fi, LLC New York, NY4.4MShares$890 Million4.76% of portfolio
-
Assetmark, Inc4MShares$808 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$780 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$717 Million1.69% of portfolio