Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Energy 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 Energy ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 9,165 shares of VDE stock, worth $1.16 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

9,165

Previous 8,765 4.56%

Holding current value

$1.16 Million

Previous $1.07 Million 3.54%

% of portfolio

0.42%

Previous 0.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$116.67 - $136.78 $46,668 - $54,712	400 Added 4.56%	9,165 $1.11 Million
Q3 2024 Nov 14, 2024	BUY	$117.44 - $131.06 $46,976 - $52,424	400 Added 4.78%	8,765 $1.07 Million
Q1 2024 May 02, 2024	BUY	$111.77 - $131.7 $405,725 - $478,070	3,630 Added 76.66%	8,365 $1.1 Million
Q1 2022 May 05, 2022	SELL	$80.1 - $110.55 $32,841 - $45,325	-410 Reduced 7.97%	4,735 $507,000
Q4 2021 Feb 07, 2022	SELL	$74.1 - $83.72 $611,325 - $690,690	-8,250 Reduced 61.59%	5,145 $399,000
Q3 2021 Jan 19, 2022	SELL	$63.79 - $77.26 $4,784 - $5,794	-75 Reduced 0.56%	13,395 $990,000
Q2 2021 Jan 19, 2022	BUY	$65.04 - $78.97 $13,008 - $15,794	200 Added 1.51%	13,470 $1.02 Million
Q1 2021 Jan 19, 2022	BUY	$52.13 - $74.47 $5,213 - $7,447	100 Added 0.76%	13,270 $902,000
Q4 2020 Jan 19, 2022	BUY	$37.58 - $56.62 $75,160 - $113,240	2,000 Added 17.91%	13,170 $683,000
Q3 2020 Jan 19, 2022	BUY	$40.31 - $52.03 $20,155 - $26,015	500 Added 4.69%	11,170 $450,000
Q2 2020 Jan 19, 2022	BUY	$36.44 - $63.07 $8,016 - $13,875	220 Added 2.11%	10,670 $537,000
Q1 2020 Jan 19, 2022	SELL	$31.29 - $82.78 $5,006 - $13,244	-160 Reduced 1.51%	10,450 $399,000
Q4 2019 Jan 14, 2022	BUY	$73.38 - $81.73 $778,561 - $867,155	10,610 New	10,610 $865,000

Others Institutions Holding VDE

# of Institutions

738

Shares Held

28.1M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Energy ETF Transaction History