Miller Equity Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $534K | Sell |
2,409
-291,149
| -99% | -$64.6M | 36.93% | 1 |
|
|
2024
Q4 | $70.5M | Sell |
293,558
-1,150
| -0.4% | -$276K | 26.91% | 1 |
|
|
2024
Q3 | $69.9M | Sell |
294,708
-696
| -0.2% | -$165K | 27.28% | 1 |
|
|
2024
Q2 | $64.4M | Sell |
295,404
-309
| -0.1% | -$67.4K | 26.79% | 1 |
|
|
2024
Q1 | $67.6M | Buy |
295,713
+4,882
| +2% | +$1.12M | 27.91% | 1 |
|
|
2023
Q4 | $62M | Buy |
290,831
+10,520
| +4% | +$2.24M | 28.04% | 1 |
|
|
2023
Q3 | $53M | Buy |
280,311
+9,517
| +4% | +$1.8M | 27.45% | 1 |
|
|
2023
Q2 | $53.9M | Buy |
270,794
+11,994
| +5% | +$2.39M | 27.31% | 1 |
|
|
2023
Q1 | $49.1M | Buy |
258,800
+36,632
| +16% | +$6.94M | 27.42% | 1 |
|
|
2022
Q4 | $40.8M | Buy |
222,168
+38,141
| +21% | +$7M | 26.46% | 1 |
|
|
2022
Q3 | $31.5M | Buy |
184,027
+77,493
| +73% | +$13.2M | 23.07% | 1 |
|
|
2022
Q2 | $18.8M | Buy |
106,534
+37,855
| +55% | +$6.67M | 16.02% | 1 |
|
|
2022
Q1 | $14.6M | Buy |
68,679
+30,028
| +78% | +$6.38M | 12.38% | 1 |
|
|
2021
Q4 | $8.74M | Buy |
38,651
+2,311
| +6% | +$522K | 8.13% | 2 |
|
|
2021
Q3 | $7.95M | Buy |
36,340
+8,986
| +33% | +$1.96M | 7.82% | 2 |
|
|
2021
Q2 | $6.16M | Buy |
27,354
+8,281
| +43% | +$1.87M | 6.36% | 4 |
|
|
2021
Q1 | $4.08M | Buy |
19,073
+2,545
| +15% | +$545K | 5.11% | 4 |
|
|
2020
Q4 | $3.22M | Buy |
16,528
+2,772
| +20% | +$540K | 4.3% | 5 |
|
|
2020
Q3 | $2.12M | Buy |
13,756
+4,864
| +55% | +$748K | 3.19% | 9 |
|
|
2020
Q2 | $1.3M | Sell |
8,892
-105
| -1% | -$15.3K | 2.11% | 12 |
|
|
2020
Q1 | $1.04M | Sell |
8,997
-4,105
| -31% | -$474K | 1.95% | 14 |
|
|
2019
Q4 | $2.17M | Buy |
+13,102
| New | +$2.17M | 2.78% | 8 |
|