Centered Wealth LLC dba Miller Equity Capital Advisors VYM VANGUARD WHITEHALL FDS

Ownership history in Centered Wealth LLC dba Miller Equity Capital Advisors  ·  10 quarters on record

AI Ownership Summary

Centered Wealth LLC dba Miller Equity Capital Advisors reported VANGUARD WHITEHALL FDS (VYM) in 10 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows VYM at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Centered Wealth LLC dba Miller Equity Capital Advisors's position in VANGUARD WHITEHALL FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

VYM was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Centered Wealth LLC dba Miller Equity Capital Advisors held VYM — position size vs. price
% of Fund (quarterly)    VYM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED 1,910 0% 0.09% $244K 2025-02-06 $128.34
2024 Q3 UNCHANGED 1,910 0% 0.10% $245K 2024-11-14 $125.30
2024 Q2 UNCHANGED 1,910 0% 0.09% $227K 2024-07-30 $117.23
2024 Q1 UNCHANGED 1,910 0% 0.10% $231K 2024-05-02 $109.61
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Centered Wealth LLC dba Miller Equity Capital Advisors and VYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Centered Wealth LLC dba Miller Equity Capital Advisors reported owning VYM?

Centered Wealth LLC dba Miller Equity Capital Advisors reported VYM across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported VYM position in Centered Wealth LLC dba Miller Equity Capital Advisors's portfolio?

The largest reported portfolio weight for VYM was 0.10% in 2024 Q3.

What is the latest reported VYM position on this page?

The most recent filing on this page is 2024 Q4, when Centered Wealth LLC dba Miller Equity Capital Advisors reported 1,910 shares, equal to 0.09% of portfolio, with an estimated market value of $244K.

What does the chart on this VYM ownership page compare?

The chart compares Centered Wealth LLC dba Miller Equity Capital Advisors's quarterly VYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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