Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Mid Cap Value Index F Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

$240 Million
Q2 2024

A detailed history of Centered Wealth LLC Dba Miller Equity Capital Advisors transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 9,107 shares of VOE stock, worth $1.52 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

9,107

Previous 9,252 1.57%

Holding current value

$1.52 Million

Previous $1.44 Million 5.06%

% of portfolio

0.57%

Previous 0.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$146.82 - $155.77 $21,288 - $22,586	-145 Reduced 1.57%	9,107 $1.37 Million
Q1 2024 May 02, 2024	SELL	$141.07 - $155.91 $21,865 - $24,166	-155 Reduced 1.65%	9,252 $1.44 Million
Q4 2023 Feb 02, 2024	BUY	$124.27 - $145.8 $3,728 - $4,374	30 Added 0.32%	9,407 $1.36 Million
Q2 2023 Aug 01, 2023	SELL	$127.92 - $138.38 $6,396 - $6,919	-50 Reduced 0.53%	9,377 $1.3 Million
Q3 2022 Nov 03, 2022	SELL	$121.77 - $145.8 $5,479 - $6,561	-45 Reduced 0.48%	9,427 $1.15 Million
Q4 2021 Feb 07, 2022	BUY	$140.47 - $150.69 $61,104 - $65,550	435 Added 4.81%	9,472 $1.42 Million
Q3 2021 Jan 19, 2022	SELL	$135.17 - $146.62 $8,110 - $8,797	-60 Reduced 0.66%	9,037 $1.26 Million
Q1 2021 Jan 19, 2022	SELL	$116.81 - $138.13 $11,096 - $13,122	-95 Reduced 1.03%	9,097 $1.23 Million
Q4 2020 Jan 19, 2022	SELL	$100.82 - $119.56 $11,090 - $13,151	-110 Reduced 1.18%	9,192 $1.09 Million
Q2 2020 Jan 19, 2022	SELL	$75.66 - $107.24 $38,737 - $54,906	-512 Reduced 5.22%	9,302 $890,000
Q1 2020 Jan 19, 2022	SELL	$68.69 - $121.9 $230,111 - $408,365	-3,350 Reduced 25.45%	9,814 $798,000
Q4 2019 Jan 14, 2022	BUY	$108.67 - $119.8 $1.43 Million - $1.58 Million	13,164 New	13,164 $1.57 Million

Others Institutions Holding VOE

# of Institutions

1,049

Shares Held

68.1M

Call Options Held

32.8K

Put Options Held

400

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About VANGUARD MID-CAP VALUE INDEX F

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Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Mid Cap Value Index F Transaction History