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Vanguard Wellington Fd us minimum shares owned by Milestone Advisory Partners

Quarter-by-quarter ownership of Vanguard Wellington Fd us minimum (VFMV) shares owned by Milestone Advisory Partners from 13F filings

Historical chart of Milestone Advisory Partners investment in Vanguard Wellington Fd us minimum

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us minimum held by Milestone Advisory Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us minimum by Milestone Advisory Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.9M 41k 96.17

More positions owned by Milestone Advisory Partners

Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Wellington Us Value Factr (VFVA)
Vanguard World Fds Consum Stp Etf (VDC)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)
Select Sector Spdr Tr Energy (XLE)
Vanguard Wellington Us Minimum (VFMV)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expanded Tech (IGV)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Select Sector Spdr Tr Financial (XLF)

View all positions for Milestone Advisory Partners

Top funds holding Vanguard Wellington Fd us minimum

Anderson Hoagland & Co
RWM Asset Management
Foundations Investment Advisors
H D Vest Advisory Services
Umb Bank N A
UBS Group
Pathstone Holdings
Compass Financial Group
Royal Bank of Canada
Keystone Financial Group
Cambridge Investment Research Advisors
Commonwealth Equity Services
Orion Portfolio Solutions
D.A. Davidson & Co.
Parallel Advisors

View all funds holding Vanguard Wellington Fd us minimum