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Centered Wealth LLC dba Miller Equity Capital Advisors: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centered Wealth LLC dba Miller Equity Capital Advisors on VTI, newest first. How the timeline and the estimate are built.

Centered Wealth LLC dba Miller Equity Capital Advisors held 0 VTI shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -51,249 shares

    13F-HR 0001894543-25-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 51,249 shares
    Change vs previous 13F -274 shares

    5.67% of the 13F portfolio, value $14,852,473.

    13F-HR 0001894543-25-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 51,523 shares
    Change vs previous 13F -336 shares

    5.69% of the 13F portfolio, value $14,589,253.

    13F-HR 0001894543-24-000006 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 51,859 shares
    Change vs previous 13F +308 shares

    5.77% of the 13F portfolio, value $13,872,667.

    13F-HR 0001894543-24-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 51,551 shares
    Change vs previous 13F -517 shares

    5.53% of the 13F portfolio, value $13,397,975.

    13F-HR 0001894543-24-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 52,068 shares
    Change vs previous 13F -565 shares

    5.58% of the 13F portfolio, value $12,351,452.

    13F-HR 0001894543-24-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 52,633 shares
    Change vs previous 13F -255 shares

    5.79% of the 13F portfolio, value $11,179,669.

    13F-HR 0001894543-23-000005 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 52,888 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $11,650,059.

    13F-HR 0001894543-23-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).