Milestone Investment Advisors LLC VO Holdings History
Milestone Investment Advisors LLC's Vanguard Mid-Cap ETF Holding Summary
As of 2025-03-31, Milestone Investment Advisors LLC held 34,012.00 shares of Vanguard Mid-Cap ETF(VO), totaling $8.80 Mil. This investment constitutes 2.44% of their stock portfolio, and Milestone Investment Advisors LLC now holds 0.01% of the outstanding Vanguard Mid-Cap ETF(VO) stock.
The initial trade took place in 2022Q4. And since then Milestone Investment Advisors LLC has made 5 purchases of VO, at an average price of $263.76, for a total of 34,089.00 shares. In addition, there have been 3 sales at an average price of $223.80 for 77.00 shares. Based on historical transaction data and VO's current price of $284.74, Milestone Investment Advisors LLC's estimated gain on his VO holdings is $710,655.60, reflecting a 7.90% gain to date.
Milestone Investment Advisors LLC VO ($284.74) Holding Chart
Milestone Investment Advisors LLC VO ($284.74) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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