Milestone Wealth, LLC Vanguard Whitehall Fds (Vangua Transaction History
Milestone Wealth, LLC
- $93.9 Million
- Q3 2022
A detailed history of Milestone Wealth, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Milestone Wealth, LLC holds 463 shares of VYM stock, worth $59,722. This represents 0.05% of its overall portfolio holdings.
Number of Shares
463
Previous 463
-0.0%
Holding current value
$59,722
Previous $47,000
-0.0%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.95 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.46 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.25 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$696 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$649 Million0.21% of portfolio