Milestone Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 575 shares of VOO stock, worth $323,328. This represents 0.21% of its overall portfolio holdings.
Number of Shares
575
Previous 575
-0.0%
Holding current value
$323,328
Previous $199,000
-0.0%
% of portfolio
0.21%
Previous 0.21%
Shares
1 transactions
Others Institutions Holding VOO
# of Institutions
3,502Shares Held
476MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$18.3 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.9 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.4 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$13.3 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$13.1 Billion7.64% of portfolio