Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
42.82%

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

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

The initial trade took place in 2019Q4. And since then Centered Wealth LLC dba Miller Equity Capital Advisors has made 11 purchases of VV, at an average price of $189.51, for a total of 49,053.00 shares. In addition, there have been 4 sales at an average price of $270.65 for 49,053.00 shares. Based on historical transaction data and VV's current price of $283.35, Centered Wealth LLC dba Miller Equity Capital Advisors's estimated gain on his VV holdings is $3.98 Mil, reflecting a 42.82% gain to date.

Centered Wealth LLC dba Miller Equity Capital Advisors VV ($283.35) Holding Chart

Centered Wealth LLC dba Miller Equity Capital Advisors VV ($283.35) 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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