Miller Equity Capital Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,920	Closed	-$1.47M	–	23
2024 Q4	$1.47M	Hold	13,920	–	–	0.56%	38
2024 Q3	$1.47M	Hold	13,920	–	–	0.57%	37
2024 Q2	$1.38M	Hold	13,920	–	–	0.57%	37
2024 Q1	$1.43M	Hold	13,920	–	–	0.59%	38
2023 Q4	$1.31M	Hold	13,920	–	–	0.59%	37
2023 Q3	$1.18M	Hold	13,920	–	–	0.61%	37
2023 Q2	$1.23M	Hold	13,920	–	–	0.63%	37
2023 Q1	$1.18M	Hold	13,920	–	–	0.66%	36
2022 Q4	$1.14M	Hold	13,920	–	–	0.74%	36
2022 Q3	$1.03M	Hold	13,920	–	–	0.76%	39
2022 Q2	$1.07M	Hold	13,920	–	–	0.91%	38
2022 Q1	$1.26M	Hold	13,920	–	–	1.07%	31
2021 Q4	$1.33M	Hold	13,920	–	–	1.24%	29
2021 Q3	$1.24M	Hold	13,920	–	–	1.22%	28
2021 Q2	$1.27M	Hold	13,920	–	–	1.31%	28
2021 Q1	$1.23M	Hold	13,920	–	–	1.54%	24
2020 Q4	$1.08M	Hold	13,920	–	–	1.45%	27
2020 Q3	$874K	Hold	13,920	–	–	1.32%	25
2020 Q2	$837K	Buy	13,920 +620	+5%	+$34.9K	1.36%	19
2020 Q1	$647K	Buy	13,300 +1,780	+15%	+$112K	1.21%	23
2019 Q4	$800K	Buy	+11,520	New	+$771K	1.02%	26