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 $38,802. This represents 0.04% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$38,802
Previous $41,000
-0.0%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VMBS
# of Institutions
628Shares Held
342MCall Options Held
900Put Options Held
80.3K-
Charles Schwab Investment Management Inc San Francisco, CA121MShares$5.51 Billion1.11% of portfolio
-
Bank Of America Corp Charlotte, NC69MShares$3.15 Billion0.27% of portfolio
-
Envestnet Asset Management Inc19.9MShares$907 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$392 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.99MShares$365 Million0.09% of portfolio