Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Utilities ETF 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 Utilities ETF stock. As of the latest transaction made, Centered Wealth LLC Dba Miller Equity Capital Advisors holds 5,105 shares of VPU stock, worth $884,900. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,105

Previous 5,105 -0.0%

Holding current value

$884,900

Previous $727,000 3.85%

% of portfolio

0.31%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 07, 2022	BUY	$139.21 - $156.4 $13,921 - $15,640	100 Added 2.0%	5,105 $798,000
Q3 2021 Jan 19, 2022	BUY	$139.14 - $152.64 $55,655 - $61,055	400 Added 8.69%	5,005 $696,000
Q2 2021 Jan 19, 2022	BUY	$138.76 - $148.08 $27,752 - $29,616	200 Added 4.54%	4,605 $639,000
Q1 2021 Jan 19, 2022	BUY	$128.27 - $140.64 $51,308 - $56,255	400 Added 9.99%	4,405 $619,000
Q4 2019 Jan 14, 2022	BUY	$136.01 - $143.77 $544,720 - $575,798	4,005 New	4,005 $572,000

Others Institutions Holding VPU

# of Institutions

548

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

More about VPU

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