Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
22.61%

Centered Wealth LLC dba Miller Equity Capital Advisors's Vanguard Mid-Cap ETF Holding Summary

As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held - shares of Vanguard Mid-Cap ETF(VO), 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 Mid-Cap ETF(VO) stock.

The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 13 purchases of VO, at an average price of $217.93, for a total of 37,990.00 shares. In addition, there have been 3 sales at an average price of $267.19 for 37,990.00 shares. Based on historical transaction data and VO's current price of $282.46, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his VO holdings is $1.87 Mil, reflecting a 22.61% gain to date.

Centered Wealth LLC dba Miller Equity Capital Advisors VO ($282.46) Holding Chart

Centered Wealth LLC dba Miller Equity Capital Advisors VO ($282.46) 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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