Milestone Wealth, LLC Vanguard Sht Trm Inflt Prot Fd Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Sht Trm Inflt Prot Fd stock. As of the latest transaction made, Milestone Wealth, LLC holds 513 shares of VTIP stock, worth $25,065. This represents 0.03% of its overall portfolio holdings.
Number of Shares
513
Previous 513
-0.0%
Holding current value
$25,065
Previous $26,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VTIP
# of Institutions
779Shares Held
120MCall Options Held
21.1KPut Options Held
1.9K-
Sei Investments CO Oaks, PA8.1MShares$396 Million0.57% of portfolio
-
Valmark Advisers, Inc.5.63MShares$275 Million4.68% of portfolio
-
Cambridge Associates LLC Boston, MA4.96MShares$242 Million11.04% of portfolio
-
Heritage Wealth Advisors4.82MShares$235 Million10.82% of portfolio
-
Bank Of America Corp Charlotte, NC3.7MShares$181 Million0.02% of portfolio