Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Small Cap Value ETF Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

  • $256 Million
  • Q3 2024

A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 12,688 shares of VBR stock, worth $2.74 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
12,688
Previous 12,688 -0.0%
Holding current value
$2.74 Million
Previous $2.32 Million 10.02%
% of portfolio
0.99%
Previous 0.96%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$157.33 - $174.39 $786 - $871
5 Added 0.04%
12,688 $2.02 Million
Q2 2023

Aug 01, 2023
BUY
$150.74 - $165.4 $8,592 - $9,427
57 Added 0.45%
12,683 $2.1 Million
Q1 2023

May 03, 2023
BUY
$150.22 - $177.69 $8,262 - $9,772
55 Added 0.44%
12,626 $2 Million
Q4 2022

Feb 07, 2023
BUY
$147.25 - $169.54 $27,241 - $31,364
185 Added 1.49%
12,571 $2 Million
Q3 2022

Nov 03, 2022
BUY
$143.4 - $172.87 $9,321 - $11,236
65 Added 0.53%
12,386 $1.78 Million
Q4 2021

Feb 07, 2022
BUY
$168.72 - $185.72 $90,602 - $99,731
537 Added 4.56%
12,321 $2.2 Million
Q1 2021

Jan 19, 2022
SELL
$139.89 - $172.72 $8,393 - $10,363
-60 Reduced 0.51%
11,784 $1.95 Million
Q4 2020

Jan 19, 2022
SELL
$111.89 - $142.79 $16,559 - $21,132
-148 Reduced 1.23%
11,844 $1.68 Million
Q2 2020

Jan 19, 2022
SELL
$81.16 - $120.46 $66,551 - $98,777
-820 Reduced 6.4%
11,992 $1.28 Million
Q1 2020

Jan 19, 2022
SELL
$75.8 - $139.04 $138,335 - $253,748
-1,825 Reduced 12.47%
12,812 $1.14 Million
Q4 2019

Jan 14, 2022
BUY
$123.74 - $138.15 $1.81 Million - $2.02 Million
14,637 New
14,637 $2.01 Million

Others Institutions Holding VBR

# of Institutions
1,541
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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