Milestone Wealth, LLC Vanguard Mid Cap Value Index F Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Milestone Wealth, LLC holds 2,052 shares of VOE stock, worth $342,560. This represents 0.28% of its overall portfolio holdings.
Number of Shares
2,052
Previous 2,052
-0.0%
Holding current value
$342,560
Previous $266,000
-0.0%
% of portfolio
0.28%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,188Shares Held
71.8MCall Options Held
25.6KPut Options Held
1.6K-
Morgan Stanley New York, NY4.67MShares$779 Million0.05% of portfolio
-
Betterment LLC New York, NY4.51MShares$753 Million1.75% of portfolio
-
Assetmark, Inc3.93MShares$656 Million1.75% of portfolio
-
Royal Bank Of Canada Toronto, A63.2MShares$534 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$515 Million0.04% of portfolio