Centered Wealth LLC Dba Miller Equity Capital Advisors IVOO Holdings History
Centered Wealth LLC dba Miller Equity Capital Advisors's Vanguard S&P Mid-Cap 400 ETF Holding Summary
As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held - shares of Vanguard S&P Mid-Cap 400 ETF(IVOO), 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 S&P Mid-Cap 400 ETF(IVOO) stock.
The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 3 purchases of IVOO, at an average price of $65.96, for a total of 13,920.00 shares. In addition, there have been 1 sales at an average price of $105.21 for 13,920.00 shares. Based on historical transaction data and IVOO's current price of $106.27, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his IVOO holdings is $546,387.80, reflecting a 59.51% gain to date.
Centered Wealth LLC dba Miller Equity Capital Advisors IVOO ($106.27) Holding Chart
Centered Wealth LLC dba Miller Equity Capital Advisors IVOO ($106.27) 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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