Milestone Wealth, LLC Vanguard Mortg Backed Sec ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 850 shares of VMBS stock, worth $39,593. This represents 0.04% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$39,593
Previous $41,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
618Shares Held
346MCall Options Held
300Put Options Held
18.8K-
Charles Schwab Investment Management Inc San Francisco, CA141MShares$6.58 Billion1.24% of portfolio
-
Bank Of America Corp Charlotte, NC66.9MShares$3.11 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.1MShares$890 Million0.31% of portfolio
-
Assetmark, Inc7.43MShares$346 Million1.05% of portfolio
-
Jpmorgan Chase & CO New York, NY6.8MShares$317 Million0.03% of portfolio