Miller Equity Capital Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,655	Closed	-$2.51M	–	32
2024 Q4	$2.51M	Sell	12,655 -33	-0.3%	-$6.77K	0.96%	27
2024 Q3	$2.55M	Hold	12,688	–	–	0.99%	28
2024 Q2	$2.32M	Hold	12,688	–	–	0.96%	28
2024 Q1	$2.43M	Hold	12,688	–	–	1.01%	27
2023 Q4	$2.28M	Hold	12,688	–	–	1.03%	28
2023 Q3	$2.02M	Buy	12,688 +5	+0%	+$836	1.05%	28
2023 Q2	$2.1M	Buy	12,683 +57	+0.5%	+$8.97K	1.06%	29
2023 Q1	$2M	Buy	12,626 +55	+0.4%	+$9.1K	1.12%	27
2022 Q4	$2M	Buy	12,571 +185	+1%	+$29.5K	1.3%	26
2022 Q3	$1.78M	Buy	12,386 +65	+0.5%	+$10.3K	1.3%	30
2022 Q2	$1.85M	Hold	12,321	–	–	1.58%	26
2022 Q1	$2.17M	Hold	12,321	–	–	1.84%	20
2021 Q4	$2.2M	Buy	12,321 +537	+5%	+$95.5K	2.05%	16
2021 Q3	$2M	Hold	11,784	–	–	1.96%	15
2021 Q2	$2.05M	Hold	11,784	–	–	2.11%	15
2021 Q1	$1.95M	Sell	11,784 -60	-0.5%	-$9.45K	2.44%	14
2020 Q4	$1.68M	Sell	11,844 -148	-1%	-$19.1K	2.25%	14
2020 Q3	$1.33M	Hold	11,992	–	–	2%	14
2020 Q2	$1.28M	Sell	11,992 -820	-6%	-$82.3K	2.08%	13
2020 Q1	$1.14M	Sell	12,812 -1,825	-12%	-$221K	2.14%	12
2019 Q4	$2.01M	Buy	+14,637	New	+$1.94M	2.57%	9