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April 26, 2024
Centered Wealth LLC dba Miller Equity Capital Advisors lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 52,068 shares of the company’s stock after selling 565 shares during the […]
February 13, 2024
Centered Wealth LLC dba Miller Equity Capital Advisors lessened its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 16,018 shares of the exchange traded fund’s stock after selling 530 shares during the period. Centered […]
February 13, 2024
Centered Wealth LLC dba Miller Equity Capital Advisors reduced its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 3.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 98,929 shares of the company’s stock after […]
February 13, 2024
Centered Wealth LLC dba Miller Equity Capital Advisors lowered its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,445 shares of the company’s stock […]
January 4, 2024
Legacy Financial Group LLC lifted its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 2.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 112,987 shares of the exchange traded fund’s stock after purchasing […]
December 26, 2023
Flagstar Advisors Inc. trimmed its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 20.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,109 shares of the exchange traded fund’s stock after selling 2,125 […]
October 20, 2023
Centered Wealth LLC dba Miller Equity Capital Advisors lessened its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 9.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 16,548 shares of the exchange traded […]
October 14, 2023
Welch & Forbes LLC lowered its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 2.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 26,701 shares of the exchange traded fund’s stock after selling 635 shares during […]
October 9, 2023
Patten Group Inc. lowered its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 27.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,919 shares of the exchange traded fund’s stock after selling 1,096 shares during the quarter. Patten Group […]
October 3, 2023
Intercontinental Wealth Advisors LLC decreased its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 12.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,254 shares of the exchange traded fund’s stock after selling 1,710 shares during […]