Centered Wealth LLC Dba Miller Equity Capital Advisors BIV Holdings History
Centered Wealth LLC dba Miller Equity Capital Advisors's Vanguard Intermediate-Term Bond ETF Holding Summary
As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held - shares of Vanguard Intermediate-Term Bond ETF(BIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding Vanguard Intermediate-Term Bond ETF(BIV) stock.
The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 2 purchases of BIV, at an average price of $82.82, for a total of 7,545.00 shares. In addition, there have been 2 sales at an average price of $79.52 for 7,545.00 shares. Based on historical transaction data and BIV's current price of $77.09, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his BIV holdings is $-24,896.15, reflecting a -3.98% gain to date.
Centered Wealth LLC dba Miller Equity Capital Advisors BIV ($77.09) Holding Chart
Centered Wealth LLC dba Miller Equity Capital Advisors BIV ($77.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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