Milestone Investment Advisors LLC Vanguard Growth ETF Transaction History
Milestone Investment Advisors LLC
- $370 Million
- Q1 2024
A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 47,945 shares of VUG stock, worth $17.9 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
47,945
Previous 47,991
0.1%
Holding current value
$17.9 Million
Previous $14.9 Million
10.61%
% of portfolio
4.46%
Previous 4.34%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio