Centered Wealth LLC Dba Miller Equity Capital Advisors VB Holdings History
Centered Wealth LLC dba Miller Equity Capital Advisors's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held 2,409.00 shares of Vanguard Small Cap ETF(VB), totaling $534,200.00. This investment constitutes 36.93% of their stock portfolio, and Centered Wealth LLC dba Miller Equity Capital Advisors now holds 0% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 10 purchases of VB, at an average price of $194.34, for a total of 299,923.00 shares. In addition, there have been 6 sales at an average price of $237.48 for 297,514.00 shares. Based on historical transaction data and VB's current price of $236.16, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his VB holdings is $12.94 Mil, reflecting a 22.19% gain to date.
Centered Wealth LLC dba Miller Equity Capital Advisors VB ($236.16) Holding Chart
Centered Wealth LLC dba Miller Equity Capital Advisors VB ($236.16) 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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