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 $393,818. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,299
Previous 2,299
-0.0%
Holding current value
$393,818
Previous $303,000
-0.0%
% of portfolio
0.32%
Previous 0.32%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.94 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.98 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.39 Billion1.14% of portfolio