Milestone Wealth, LLC Vanguard Value ETF Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Milestone Wealth, LLC holds 2,299 shares of VTV stock, worth $401,382. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,299
Previous 2,299
-0.0%
Holding current value
$401,382
Previous $303,000
-0.0%
% of portfolio
0.32%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio