Miller Equity Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,825	Closed	-$527K	–	12
2024 Q4	$527K	Buy	6,825 +510	+8%	+$39.6K	0.2%	48
2024 Q3	$497K	Sell	6,315 -155	-2%	-$12.1K	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%	-$9.84K	0.22%	45
2023 Q3	$484K	Sell	6,445 -615	-9%	-$46.4K	0.25%	45
2023 Q2	$534K	Sell	7,060 -1,840	-21%	-$140K	0.27%	45
2023 Q1	$681K	Sell	8,900 -145	-2%	-$11K	0.38%	43
2022 Q4	$681K	Sell	9,045 -19,610	-68%	-$1.47M	0.44%	42
2022 Q3	$2.14M	Sell	28,655 -15,900	-36%	-$1.21M	1.57%	23
2022 Q2	$3.42M	Sell	44,555 -12,750	-22%	-$982K	2.92%	7
2022 Q1	$4.46M	Sell	57,305 -200	-0.3%	-$15.9K	3.78%	6
2021 Q4	$4.65M	Buy	57,505 +700	+1%	+$56.9K	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%	+$74.9K	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	$4.43M	Sell	53,965 -2,295	-4%	-$186K	8.32%	3
2019 Q4	$4.54M	Buy	+56,260	New	+$4.54M	5.81%	4