Miller Equity Capital Advisors’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50,190
| Closed | -$5.93M | – | 37 |
|
|
2024
Q4 | $5.93M | Hold |
50,190
| – | – | 2.26% | 11 |
|
|
2024
Q3 | $5.52M | Hold |
50,190
| – | – | 2.15% | 11 |
|
|
2024
Q2 | $5.01M | Hold |
50,190
| – | – | 2.09% | 12 |
|
|
2024
Q1 | $5.14M | Hold |
50,190
| – | – | 2.12% | 11 |
|
|
2023
Q4 | $4.63M | Hold |
50,190
| – | – | 2.09% | 11 |
|
|
2023
Q3 | $4.03M | Buy |
50,190
+1,000
| +2% | +$80.3K | 2.09% | 11 |
|
|
2023
Q2 | $4M | Buy |
49,190
+1,610
| +3% | +$131K | 2.03% | 12 |
|
|
2023
Q1 | $3.71M | Buy |
47,580
+3,375
| +8% | +$263K | 2.07% | 13 |
|
|
2022
Q4 | $3.66M | Buy |
44,205
+6,890
| +18% | +$570K | 2.37% | 12 |
|
|
2022
Q3 | $2.78M | Buy |
37,315
+12,115
| +48% | +$902K | 2.04% | 14 |
|
|
2022
Q2 | $1.95M | Buy |
25,200
+1,600
| +7% | +$123K | 1.66% | 22 |
|
|
2022
Q1 | $2.2M | Buy |
23,600
+2,135
| +10% | +$199K | 1.87% | 19 |
|
|
2021
Q4 | $2.07M | Buy |
21,465
+100
| +0.5% | +$9.66K | 1.93% | 18 |
|
|
2021
Q3 | $1.98M | Buy |
21,365
+3,420
| +19% | +$317K | 1.95% | 16 |
|
|
2021
Q2 | $1.62M | Buy |
17,945
+1,400
| +8% | +$127K | 1.68% | 21 |
|
|
2021
Q1 | $1.4M | Hold |
16,545
| – | – | 1.75% | 20 |
|
|
2020
Q4 | $1.21M | Buy |
16,545
+860
| +5% | +$62.6K | 1.61% | 23 |
|
|
2020
Q3 | $918K | Buy |
15,685
+1,650
| +12% | +$96.6K | 1.38% | 24 |
|
|
2020
Q2 | $803K | Buy |
14,035
+285
| +2% | +$16.3K | 1.31% | 22 |
|
|
2020
Q1 | $697K | Sell |
13,750
-940
| -6% | -$47.6K | 1.31% | 20 |
|
|
2019
Q4 | $1.12M | Buy |
+14,690
| New | +$1.12M | 1.44% | 18 |
|