Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Financial 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 Financial ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 50,190 shares of VFH stock, worth $6.13 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

50,190

Previous 50,190 -0.0%

Holding current value

$6.13 Million

Previous $5.01 Million 10.06%

% of portfolio

2.15%

Previous 2.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 09, 2023	BUY	$80.32 - $86.71 $80,320 - $86,710	1,000 Added 2.03%	50,190 $4.03 Million
Q2 2023 Aug 01, 2023	BUY	$74.65 - $81.49 $120,186 - $131,198	1,610 Added 3.38%	49,190 $4 Million
Q1 2023 May 03, 2023	BUY	$74.95 - $90.64 $252,956 - $305,910	3,375 Added 7.63%	47,580 $3.71 Million
Q4 2022 Feb 07, 2023	BUY	$74.7 - $88.6 $514,683 - $610,454	6,890 Added 18.46%	44,205 $3.66 Million
Q3 2022 Nov 03, 2022	BUY	$74.44 - $88.21 $901,840 - $1.07 Million	12,115 Added 48.08%	37,315 $2.78 Million
Q2 2022 Aug 02, 2022	BUY	$75.42 - $93.29 $120,672 - $149,264	1,600 Added 6.78%	25,200 $1.95 Million
Q1 2022 May 05, 2022	BUY	$87.26 - $101.75 $186,300 - $217,236	2,135 Added 9.95%	23,600 $2.2 Million
Q4 2021 Feb 07, 2022	BUY	$92.72 - $100.95 $9,272 - $10,095	100 Added 0.47%	21,465 $2.07 Million
Q3 2021 Jan 19, 2022	BUY	$86.32 - $96.09 $295,214 - $328,627	3,420 Added 19.06%	21,365 $1.98 Million
Q2 2021 Jan 19, 2022	BUY	$85.53 - $94.49 $119,742 - $132,286	1,400 Added 8.46%	17,945 $1.62 Million
Q4 2020 Jan 19, 2022	BUY	$58.32 - $72.85 $50,155 - $62,650	860 Added 5.48%	16,545 $1.21 Million
Q3 2020 Jan 19, 2022	BUY	$55.49 - $62.22 $91,558 - $102,663	1,650 Added 11.76%	15,685 $918,000
Q2 2020 Jan 19, 2022	BUY	$47.38 - $65.88 $13,503 - $18,775	285 Added 2.07%	14,035 $803,000
Q1 2020 Jan 19, 2022	SELL	$42.8 - $77.51 $40,232 - $72,859	-940 Reduced 6.4%	13,750 $697,000
Q4 2019 Jan 14, 2022	BUY	$66.8 - $76.51 $981,292 - $1.12 Million	14,690 New	14,690 $1.12 Million

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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