Milestone Wealth, LLC Vanguard Energy ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 1,725 shares of VDE stock, worth $219,075. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,725
Previous 1,725
-0.0%
Holding current value
$219,075
Previous $172,000
-0.0%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding VDE
# of Institutions
738Shares Held
28.1MCall Options Held
142KPut Options Held
23.2K-
Wealthfront Advisers LLC5.41MShares$687 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$318 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$213 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$173 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$150 Million0.03% of portfolio