Milestone Investment Advisors LLC Vanguard Wellington Fd U S Val Transaction History

Milestone Investment Advisors LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$117.34 - $130.02 $422,658 - $468,332	-3,602 Reduced 83.83%	695 $82,000
Q3 2024 Oct 30, 2024	BUY	$111.27 - $122.66 $92,799 - $102,298	834 Added 24.08%	4,297 $517,000
Q2 2024 Aug 13, 2024	BUY	$110.79 - $118.48 $300,462 - $321,317	2,712 Added 361.12%	3,463 $391,000
Q1 2024 May 14, 2024	BUY	$108.27 - $119.34 $81,310 - $89,624	751 New	751 $89,000

1.95M

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