Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Mid Cap 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 Mid Cap ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 35,654 shares of VO stock, worth $9.55 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

35,654

Previous 36,289 1.75%

Holding current value

$9.55 Million

Previous $8.79 Million 7.07%

% of portfolio

3.67%

Previous 3.65%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$237.84 - $263.83 $151,028 - $167,532	-635 Reduced 1.75%	35,654 $9.41 Million
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $333,685 - $353,551	-1,420 Reduced 3.77%	36,289 $8.79 Million
Q1 2024 May 02, 2024	BUY	$225.86 - $249.86 $399,772 - $442,252	1,770 Added 4.93%	37,709 $9.42 Million
Q4 2023 Feb 02, 2024	BUY	$195.66 - $233.95 $893,579 - $1.07 Million	4,567 Added 14.56%	35,939 $8.36 Million
Q3 2023 Nov 09, 2023	BUY	$206.6 - $228.23 $1.75 Million - $1.94 Million	8,480 Added 37.04%	31,372 $6.53 Million
Q2 2023 Aug 01, 2023	BUY	$203.43 - $220.16 $467,685 - $506,147	2,299 Added 11.16%	22,892 $5.04 Million
Q1 2023 May 03, 2023	BUY	$200.2 - $225.98 $194,194 - $219,200	970 Added 4.94%	20,593 $4.34 Million
Q4 2022 Feb 07, 2023	BUY	$186.57 - $217.26 $558,777 - $650,693	2,995 Added 18.01%	19,623 $4 Million
Q3 2022 Nov 03, 2022	BUY	$187.98 - $227.42 $791,395 - $957,438	4,210 Added 33.9%	16,628 $3.13 Million
Q2 2022 Aug 02, 2022	BUY	$190.36 - $240.41 $43,782 - $55,294	230 Added 1.89%	12,418 $2.45 Million
Q1 2022 May 05, 2022	BUY	$219.86 - $253.39 $756,538 - $871,914	3,441 Added 39.34%	12,188 $2.9 Million
Q4 2021 Feb 07, 2022	BUY	$236.98 - $261.2 $186,503 - $205,564	787 Added 9.89%	8,747 $2.23 Million
Q3 2021 Jan 19, 2022	BUY	$229.88 - $249.8 $305,740 - $332,234	1,330 Added 20.06%	7,960 $1.89 Million
Q2 2021 Jan 19, 2022	BUY	$223.23 - $238.25 $265,643 - $283,517	1,190 Added 21.88%	6,630 $1.57 Million
Q1 2021 Jan 19, 2022	BUY	$203.74 - $225.89 $39,729 - $44,048	195 Added 3.72%	5,440 $1.2 Million
Q4 2020 Jan 19, 2022	SELL	$176.14 - $208.21 $2,818 - $3,331	-16 Reduced 0.3%	5,245 $1.09 Million
Q3 2020 Jan 19, 2022	BUY	$164.39 - $185.0 $357,219 - $402,005	2,173 Added 70.37%	5,261 $927,000
Q2 2020 Jan 19, 2022	BUY	$124.34 - $175.42 $10,568 - $14,910	85 Added 2.83%	3,088 $506,000
Q1 2020 Jan 19, 2022	BUY	$112.37 - $186.27 $70,231 - $116,418	625 Added 26.28%	3,003 $395,000
Q4 2019 Jan 14, 2022	BUY	$162.13 - $178.73 $385,545 - $425,019	2,378 New	2,378 $424,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Mid Cap ETF Transaction History