Milestone Wealth, LLC Vanguard Small Cap Value ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 1,572 shares of VBR stock, worth $313,661. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,572
Previous 1,572
-0.0%
Holding current value
$313,661
Previous $236,000
-0.0%
% of portfolio
0.25%
Previous 0.25%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio