Milestone Advisory Partners’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Milestone Advisory Partners’s Portfolio VFMV Stock Details VFMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.92M	Buy	+40,768	New	+$4.06M	3.26%	9

Other funds holding VFMV

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Milestone Advisory Partners's VFMV Position: Q3 2023 in Review

Milestone Advisory Partners opened a new position in Vanguard US Minimum Volatility ETF (VFMV) in Q3 2023: 40,768 shares worth $3.92M. The stake represents 3.26% of the portfolio and ranks #9 among its holdings.

39 funds tracked by Wall St. Rank hold VFMV as of Q3 2023.

Milestone Advisory Partners held 40,768 shares of Vanguard US Minimum Volatility ETF worth $3.92M as of Q3 2023.
Vanguard US Minimum Volatility ETF was a new Milestone Advisory Partners position in Q3 2023.
Vanguard US Minimum Volatility ETF made up 3.26% of Milestone Advisory Partners's portfolio in Q3 2023, its #9 holding.
39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.