Centered Wealth LLC Dba Miller Equity Capital Advisors Vanguard Russell 2000 Value Et Transaction History

Centered Wealth LLC Dba Miller Equity Capital Advisors

$1.45 Billion
Q1 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Jan 19, 2022	SELL	$133.97 - $146.64 $22,774 - $24,928	-170 Reduced 1.49%	11,250 $1.58 Million
Q2 2021 Jan 19, 2022	SELL	$137.43 - $152.45 $19,240 - $21,343	-140 Reduced 1.21%	11,420 $1.66 Million
Q4 2020 Jan 19, 2022	SELL	$88.38 - $116.12 $133,453 - $175,341	-1,510 Reduced 11.55%	11,560 $1.34 Million
Q2 2020 Jan 19, 2022	SELL	$65.24 - $95.48 $9,133 - $13,367	-140 Reduced 1.06%	13,070 $1.11 Million
Q4 2019 Jan 14, 2022	BUY	$100.56 - $112.3 $1.33 Million - $1.48 Million	13,210 New	13,210 $1.48 Million

Others Institutions Holding VTWV

# of Institutions

168

Shares Held

2.65M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

378K
Shares

$58.2 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

189K
Shares

$29 Million
0.11% of portfolio
Morgan Stanley New York, NY

172K
Shares

$26.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

127K
Shares

$19.5 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

94K
Shares

$14.5 Million
0.03% of portfolio

View Full List

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