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 $39,916. This represents 0.04% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$39,916
Previous $41,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
708Shares Held
288MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC57.6MShares$2.71 Billion0.19% of portfolio
-
Jpmorgan Chase & CO New York, NY50.9MShares$2.39 Billion0.16% of portfolio
-
Envestnet Asset Management Inc22.2MShares$1.04 Billion0.32% of portfolio
-
Assetmark, Inc8.84MShares$415 Million0.91% of portfolio
-
Wells Fargo & Company San Francisco, CA8.16MShares$383 Million0.08% of portfolio