Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$7.52 Mil
% of Total Estimate Gain
69.12%

Centered Wealth LLC dba Miller Equity Capital Advisors's Vanguard Total Stock Market ETF Holding Summary

As of 2025-03-31, Centered Wealth LLC dba Miller Equity Capital Advisors held - shares of Vanguard Total Stock Market ETF(VTI), 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 Total Stock Market ETF(VTI) stock.

The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 2 purchases of VTI, at an average price of $151.76, for a total of 71,719.00 shares. In addition, there have been 14 sales at an average price of $256.66 for 71,719.00 shares. Based on historical transaction data and VTI's current price of $308.03, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his VTI holdings is $7.52 Mil, reflecting a 69.12% gain to date.

Centered Wealth LLC dba Miller Equity Capital Advisors VTI ($308.03) Holding Chart

Centered Wealth LLC dba Miller Equity Capital Advisors VTI ($308.03) 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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