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Milestone Asset Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Milestone Asset Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,272
Closed -$319K – 230
2024
Q2 		$319K Buy
+5,272
New +$320K 0.08% 160

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Creative Planning
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Milestone Asset Management's VO Position: Q3 2024 in Review

Milestone Asset Management sold out of Vanguard Mid-Cap ETF (VO) in Q3 2024, closing a stake of 5,272 shares — an estimated $319K sold.

Milestone Asset Management first reported a position in VO in Q2 2024 and held it in 1 quarter. The position peaked at $319K in Q2 2024. 1,930 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • Milestone Asset Management reported no remaining Vanguard Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Milestone Asset Management sold 5,272 Vanguard Mid-Cap ETF shares in Q3 2024, an estimated $319K.
  • Milestone Asset Management first reported a position in Vanguard Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Milestone Asset Management's Vanguard Mid-Cap ETF position peaked at $319K in Q2 2024.
  • 1,930 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2024.

Based on Milestone Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.