Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Intermediate Term Cor Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

$240 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Jan 19, 2022	SELL	$78.83 - $94.82 $298,371 - $358,893	-3,785 Closed	0 $0
Q4 2019 Jan 14, 2022	BUY	$90.42 - $91.79 $342,239 - $347,425	3,785 New	3,785 $346,000

Others Institutions Holding VCIT

# of Institutions

1,146

Shares Held

471M

Call Options Held

42.6K

Put Options Held

125K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

89.8M
Shares

$7.34 Billion
3.14% of portfolio
Bank Of America Corp Charlotte, NC

60M
Shares

$4.9 Billion
0.43% of portfolio
Jpmorgan Chase & CO New York, NY

46M
Shares

$3.76 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

24.1M
Shares

$1.97 Billion
2.0% of portfolio
Prudential PLC London, England, X0

22.7M
Shares

$1.85 Billion
12.71% of portfolio

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Centered Wealth LLC Dba Miller Equity Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Centered Wealth LLC Dba Miller Equity Capital Advisors with notifications on news.

Account