MIA
Milestone Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Sell |
42,195
-2,896
| -6% | -$1.27M | 4.83% | 4 |
|
|
2025
Q1 | $16.7M | Sell |
45,091
-3,099
| -6% | -$1.15M | 4.64% | 4 |
|
|
2024
Q4 | $19.8M | Buy |
48,190
+1,073
| +2% | +$440K | 5.37% | 4 |
|
|
2024
Q3 | $18.1M | Sell |
47,117
-478
| -1% | -$184K | 5.07% | 5 |
|
|
2024
Q2 | $17.8M | Sell |
47,595
-350
| -0.7% | -$131K | 4.73% | 5 |
|
|
2024
Q1 | $16.5M | Sell |
47,945
-46
| -0.1% | -$15.8K | 4.45% | 7 |
|
|
2023
Q4 | $14.9M | Buy |
47,991
+404
| +0.8% | +$126K | 4.33% | 7 |
|
|
2023
Q3 | $13M | Buy |
47,587
+314
| +0.7% | +$85.5K | 3.69% | 8 |
|
|
2023
Q2 | $13.4M | Buy |
47,273
+10,234
| +28% | +$2.9M | 4.14% | 8 |
|
|
2023
Q1 | $9.24M | Buy |
37,039
+4,422
| +14% | +$1.1M | 2.85% | 12 |
|
|
2022
Q4 | $6.95M | Buy |
+32,617
| New | +$6.95M | 2.44% | 14 |
|