Milestone Wealth, LLC Vanguard Intermediate Term Tre Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Milestone Wealth, LLC holds 4,555 shares of VGIT stock, worth $268,380. This represents 0.3% of its overall portfolio holdings.
Number of Shares
4,555
Previous 4,555
-0.0%
Holding current value
$268,380
Previous $279,000
-0.0%
% of portfolio
0.3%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding VGIT
# of Institutions
697Shares Held
333MCall Options Held
19.2KPut Options Held
17.5K-
Jpmorgan Chase & CO New York, NY69.1MShares$4.07 Billion0.37% of portfolio
-
Bank Of America Corp Charlotte, NC48.6MShares$2.87 Billion0.27% of portfolio
-
Morgan Stanley New York, NY18MShares$1.06 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO14.3MShares$841 Million3.13% of portfolio
-
Personal Capital Advisors Corp11.1MShares$652 Million3.14% of portfolio