Milestone Investment Advisors LLC Vanguard World Fd Esg Intl Stk Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 2,658 shares of VSGX stock, worth $167,427. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,658

Previous 1,967 35.13%

Holding current value

$167,427

Previous $111,000 40.54%

% of portfolio

0.04%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$55.47 - $61.45 $38,329 - $42,461	691 Added 35.13%	2,658 $156,000
Q4 2024 Feb 12, 2025	SELL	$56.61 - $61.63 $1,245 - $1,355	-22 Reduced 1.11%	1,967 $111,000
Q3 2024 Oct 30, 2024	BUY	$55.06 - $62.25 $52,251 - $59,075	949 Added 91.25%	1,989 $122,000
Q2 2024 Aug 13, 2024	BUY	$54.72 - $58.75 $54 - $58	1 Added 0.1%	1,040 $59,000
Q1 2024 May 14, 2024	SELL	$53.19 - $57.84 $212 - $231	-4 Reduced 0.38%	1,039 $59,000
Q4 2023 Feb 09, 2024	SELL	$48.05 - $55.28 $4,708 - $5,417	-98 Reduced 8.59%	1,043 $57,000
Q3 2023 Nov 08, 2023	SELL	$50.23 - $55.2 $12,155 - $13,358	-242 Reduced 17.5%	1,141 $57,000
Q2 2023 Aug 02, 2023	BUY	$51.68 - $54.7 $41,602 - $44,033	805 Added 139.27%	1,383 $73,000
Q1 2023 May 16, 2023	BUY	$49.49 - $54.07 $49 - $54	1 Added 0.17%	578 $30,000
Q4 2022 Mar 15, 2023	BUY	$43.1 - $51.11 $24,868 - $29,490	577 New	577 $28.4 Million

Others Institutions Holding VSGX

# of Institutions

383

Shares Held

19.6M

Call Options Held

Put Options Held

View Full List

About VANGUARD WORLD FD ESG INTL STK

Ticker VSGX
Sector ETFs
Industry ETFs

More about VSGX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Vanguard World Fd Esg Intl Stk Transaction History