Milestone Investment Advisors LLC Vanguard Mid Cap ETF Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,655 shares of VO stock, worth $939,773. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,655

Previous 2,476 47.62%

Holding current value

$939,773

Previous $653,000 47.78%

% of portfolio

0.27%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$261.5 - $284.63 $308,308 - $335,578	1,179 Added 47.62%	3,655 $965,000
Q3 2024 Oct 30, 2024	SELL	$237.84 - $263.83 $4,756 - $5,276	-20 Reduced 0.8%	2,476 $653,000
Q2 2024 Aug 13, 2024	BUY	$234.99 - $248.98 $3,759 - $3,983	16 Added 0.65%	2,496 $604,000
Q4 2023 Feb 09, 2024	SELL	$195.66 - $233.95 $10,174 - $12,165	-52 Reduced 2.05%	2,480 $576,000
Q3 2023 Nov 08, 2023	SELL	$206.6 - $228.23 $1,033 - $1,141	-5 Reduced 0.2%	2,532 $527,000
Q2 2023 Aug 02, 2023	BUY	$203.43 - $220.16 $6,509 - $7,045	32 Added 1.28%	2,537 $558,000
Q1 2023 May 16, 2023	BUY	$200.2 - $225.98 $78,478 - $88,584	392 Added 18.55%	2,505 $528,000
Q4 2022 Mar 15, 2023	BUY	$186.57 - $217.26 $394,222 - $459,070	2,113 New	2,113 $431 Million

Others Institutions Holding VO

# of Institutions

2,309

Shares Held

189M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Milestone Investment Advisors LLC Vanguard Mid Cap ETF Transaction History