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 |
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|
2024
Q4 | $2.51M | Sell |
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2024
Q3 | $2.55M | Hold |
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2024
Q2 | $2.32M | Hold |
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2024
Q1 | $2.43M | Hold |
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|
2023
Q4 | $2.28M | Hold |
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2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $2M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.85M | Hold |
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|
2022
Q1 | $2.17M | Hold |
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|
2021
Q4 | $2.2M | Buy |
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|
2021
Q3 | $2M | Hold |
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|
2021
Q2 | $2.05M | Hold |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.33M | Hold |
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|
2020
Q2 | $1.28M | Sell |
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|
2020
Q1 | $1.14M | Sell |
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|
2019
Q4 | $2.01M | Buy |
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