Milestone Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History

Milestone Investment Advisors LLC

$360 Million
Q4 2024

A detailed history of Milestone Investment Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 72,143 shares of VYM stock, worth $9.71 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares

72,143

Previous 70,286 2.64%

Holding current value

$9.71 Million

Previous $9.01 Million 2.15%

% of portfolio

2.56%

Previous 2.57%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$126.68 - $134.74 $235,244 - $250,212	1,857 Added 2.64%	72,143 $9.2 Million
Q3 2024 Oct 30, 2024	BUY	$117.9 - $128.2 $66,849 - $72,689	567 Added 0.81%	70,286 $9.01 Million
Q2 2024 Aug 13, 2024	SELL	$114.71 - $121.51 $445,648 - $472,066	-3,885 Reduced 5.28%	69,719 $8.27 Million
Q1 2024 May 14, 2024	SELL	$109.98 - $120.99 $1.02 Million - $1.12 Million	-9,258 Reduced 11.17%	73,604 $8.91 Million
Q4 2023 Feb 09, 2024	SELL	$98.71 - $111.84 $681,296 - $771,919	-6,902 Reduced 7.69%	82,862 $9.25 Million
Q3 2023 Nov 08, 2023	SELL	$103.32 - $110.34 $2.03 Million - $2.17 Million	-19,641 Reduced 17.95%	89,764 $9.27 Million
Q2 2023 Aug 02, 2023	SELL	$101.36 - $107.68 $535,586 - $568,981	-5,284 Reduced 4.61%	109,405 $11.6 Million
Q1 2023 May 16, 2023	BUY	$100.82 - $111.44 $114,430 - $126,484	1,135 Added 1.0%	114,689 $12.1 Million
Q4 2022 Mar 15, 2023	BUY	$96.14 - $113.15 $10.9 Million - $12.8 Million	113,554 New	113,554 $12.3 Billion

Others Institutions Holding VYM

# of Institutions

1,938

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Milestone Investment Advisors LLC Vanguard Whitehall Fds (Vangua Transaction History