Miller Equity Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,825
| Closed | -$527K | – | 12 |
|
|
2024
Q4 | $527K | Buy |
6,825
+510
| +8% | +$39.4K | 0.2% | 48 |
|
|
2024
Q3 | $497K | Sell |
6,315
-155
| -2% | -$12.2K | 0.19% | 48 |
|
|
2024
Q2 | $496K | Sell |
6,470
-140
| -2% | -$10.7K | 0.21% | 48 |
|
|
2024
Q1 | $507K | Buy |
6,610
+295
| +5% | +$22.6K | 0.21% | 46 |
|
|
2023
Q4 | $486K | Sell |
6,315
-130
| -2% | -$10K | 0.22% | 45 |
|
|
2023
Q3 | $484K | Sell |
6,445
-615
| -9% | -$46.2K | 0.25% | 45 |
|
|
2023
Q2 | $534K | Sell |
7,060
-1,840
| -21% | -$139K | 0.27% | 45 |
|
|
2023
Q1 | $681K | Sell |
8,900
-145
| -2% | -$11.1K | 0.38% | 43 |
|
|
2022
Q4 | $681K | Sell |
9,045
-19,610
| -68% | -$1.48M | 0.44% | 42 |
|
|
2022
Q3 | $2.14M | Sell |
28,655
-15,900
| -36% | -$1.19M | 1.57% | 23 |
|
|
2022
Q2 | $3.42M | Sell |
44,555
-12,750
| -22% | -$979K | 2.92% | 7 |
|
|
2022
Q1 | $4.46M | Sell |
57,305
-200
| -0.3% | -$15.6K | 3.78% | 6 |
|
|
2021
Q4 | $4.65M | Buy |
57,505
+700
| +1% | +$56.6K | 4.33% | 7 |
|
|
2021
Q3 | $4.66M | Sell |
56,805
-1,300
| -2% | -$107K | 4.58% | 5 |
|
|
2021
Q2 | $4.77M | Buy |
58,105
+910
| +2% | +$74.8K | 4.93% | 5 |
|
|
2021
Q1 | $4.7M | Buy |
57,195
+170
| +0.3% | +$14K | 5.89% | 3 |
|
|
2020
Q4 | $4.73M | Buy |
57,025
+725
| +1% | +$60.1K | 6.31% | 3 |
|
|
2020
Q3 | $4.68M | Buy |
56,300
+2,335
| +4% | +$194K | 7.05% | 3 |
|
|
2020
Q2 | $4.49M | Hold |
53,965
| – | – | 7.29% | 3 |
|
|
2020
Q1 | $4.44M | Sell |
53,965
-2,295
| -4% | -$189K | 8.32% | 3 |
|
|
2019
Q4 | $4.54M | Buy |
+56,260
| New | +$4.54M | 5.81% | 4 |
|