Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Specialized Funds Van 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 Specialized Funds Van stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 10,255 shares of VNQ stock, worth $986,941. This represents 0.39% of its overall portfolio holdings.

Number of Shares
10,255
Previous 10,255 -0.0%
Holding current value
$986,941
Previous $858,000 16.43%
% of portfolio
0.39%
Previous 0.36%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$82.58 - $89.12 $13,790 - $14,883
-167 Reduced 1.6%
10,255 $886,000
Q3 2023

Nov 09, 2023
BUY
$75.44 - $86.89 $16,747 - $19,289
222 Added 2.18%
10,422 $788,000
Q4 2021

Feb 07, 2022
BUY
$102.53 - $116.01 $121,498 - $137,471
1,185 Added 13.14%
10,200 $1.18 Million
Q3 2021

Jan 19, 2022
BUY
$101.78 - $110.92 $1,017 - $1,109
10 Added 0.11%
9,015 $918,000
Q2 2021

Jan 19, 2022
BUY
$93.53 - $105.5 $935 - $1,055
10 Added 0.11%
9,005 $917,000
Q1 2021

Jan 19, 2022
BUY
$81.97 - $92.98 $11,065 - $12,552
135 Added 1.52%
8,995 $826,000
Q4 2020

Jan 19, 2022
BUY
$76.08 - $86.67 $30,812 - $35,101
405 Added 4.79%
8,860 $752,000
Q3 2020

Jan 19, 2022
BUY
$76.31 - $83.64 $53,417 - $58,548
700 Added 9.03%
8,455 $668,000
Q2 2020

Jan 19, 2022
SELL
$64.53 - $86.79 $8,711 - $11,716
-135 Reduced 1.71%
7,755 $609,000
Q1 2020

Jan 19, 2022
SELL
$56.91 - $99.57 $198,900 - $347,997
-3,495 Reduced 30.7%
7,890 $551,000
Q4 2019

Jan 14, 2022
BUY
$90.14 - $95.25 $1.03 Million - $1.08 Million
11,385 New
11,385 $1.06 Million

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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