Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard S&P Mid Cap 400 ETF Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • $261 Million
  • Q4 2024

A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 13,920 shares of IVOO stock, worth $1.37 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
13,920
Previous 13,920 -0.0%
Holding current value
$1.37 Million
Previous $1.47 Million 0.14%
% of portfolio
0.56%
Previous 0.57%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 03, 2023
BUY
$80.26 - $183.76 $558,609 - $1.28 Million
6,960 Added 100.0%
13,920 $1.18 Million
Q2 2020

Jan 19, 2022
BUY
$45.16 - $65.83 $13,999 - $20,407
310 Added 4.66%
6,960 $837,000
Q1 2020

Jan 19, 2022
BUY
$40.9 - $71.08 $36,401 - $63,261
890 Added 15.45%
6,650 $647,000
Q4 2019

Jan 14, 2022
BUY
$62.78 - $69.63 $361,612 - $401,068
5,760 New
5,760 $800,000

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Centered Wealth LLC Dba Miller Equity Capital Advisors Portfolio

Follow Centered Wealth LLC Dba Miller Equity Capital Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Centered Wealth LLC Dba Miller Equity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Centered Wealth LLC Dba Miller Equity Capital Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email