Milestone Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Milestone Investment Advisors LLC

  • $371 Million
  • Q2 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Wellington Fd U S Val stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,463 shares of VFVA stock, worth $417,845. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,463
Previous 751 361.12%
Holding current value
$417,845
Previous $89,000 339.33%
% of portfolio
0.11%
Previous 0.02%

Shares

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

Aug 13, 2024
BUY
$110.79 - $118.48 $300,462 - $321,317
2,712 Added 361.12%
3,463 $391,000
Q1 2024

May 14, 2024
BUY
$108.27 - $119.34 $81,310 - $89,624
751 New
751 $89,000

Others Institutions Holding VFVA

# of Institutions
90
Shares Held
2.55M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD WELLINGTON FD U S VAL

VFVA Quotes by TradingView
  • Ticker VFVA
  • Sector ETFs
  • Industry ETFs
More about VFVA
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