Milestone Investment Advisors LLC Vanguard Value ETF Transaction History

Milestone Investment Advisors LLC

$349 Million
Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 19,919 shares of VTV stock, worth $3.32 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

19,919

Previous 20,300 1.88%

Holding current value

$3.32 Million

Previous $3.44 Million 0.12%

% of portfolio

0.98%

Previous 0.95%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$167.73 - $179.21 $63,905 - $68,279	-381 Reduced 1.88%	19,919 $3.44 Million
Q4 2024 Feb 12, 2025	BUY	$168.32 - $181.87 $10,772 - $11,639	64 Added 0.32%	20,300 $3.44 Million
Q3 2024 Oct 30, 2024	BUY	$159.75 - $174.57 $95,370 - $104,218	597 Added 3.04%	20,236 $3.53 Million
Q2 2024 Aug 13, 2024	BUY	$154.57 - $163.65 $44,979 - $47,622	291 Added 1.5%	19,639 $3.15 Million
Q4 2023 Feb 09, 2024	BUY	$131.82 - $149.95 $252,039 - $286,704	1,912 Added 10.97%	19,348 $2.89 Million
Q3 2023 Nov 08, 2023	BUY	$137.93 - $147.18 $198,481 - $211,792	1,439 Added 9.0%	17,436 $2.4 Million
Q2 2023 Aug 02, 2023	BUY	$134.74 - $142.42 $23,040 - $24,353	171 Added 1.08%	15,997 $2.27 Million
Q1 2023 May 16, 2023	BUY	$132.13 - $144.96 $87,205 - $95,673	660 Added 4.35%	15,826 $2.19 Million
Q4 2022 Mar 15, 2023	BUY	$124.69 - $146.24 $1.89 Million - $2.22 Million	15,166 New	15,166 $2.13 Billion

Others Institutions Holding VTV

# of Institutions

2,572

Shares Held

545M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Milestone Investment Advisors LLC Vanguard Value ETF Transaction History