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MILESTONE ASSET MANAGEMENT, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MILESTONE ASSET MANAGEMENT, LLC on VUG, newest first. How the timeline and the estimate are built.

MILESTONE ASSET MANAGEMENT, LLC held 12,050 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,050 shares
    Change vs previous 13F +11,012 shares

    0.16% of the 13F portfolio, value $1,038,036.

    13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,038 shares
    Change vs previous 13F +154 shares

    0.08% of the 13F portfolio, value $453,606.

    13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 884 shares
    Change vs previous 13F -854 shares

    0.08% of the 13F portfolio, value $431,512.

    13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,738 shares
    Change vs previous 13F +987 shares

    0.16% of the 13F portfolio, value $833,802.

    13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 751 shares
    Change vs previous 13F -861 shares

    0.07% of the 13F portfolio, value $329,458.

    13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,612 shares
    Change vs previous 13F +640 shares

    0.13% of the 13F portfolio, value $597,947.

    13F-HR 0001085146-25-001976 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 972 shares
    Change vs previous 13F +228 shares

    0.09% of the 13F portfolio, value $399,153.

    13F-HR 0001085146-25-000433 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 744 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $285,836.

    13F-HR 0001085146-24-005152 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).