Miller Equity Capital Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,879
| Closed | -$942K | – | 40 |
|
|
2024
Q4 | $942K | Hold |
8,879
| – | – | 0.36% | 42 |
|
|
2024
Q3 | $961K | Hold |
8,879
| – | – | 0.37% | 42 |
|
|
2024
Q2 | $872K | Hold |
8,879
| – | – | 0.36% | 41 |
|
|
2024
Q1 | $901K | Hold |
8,879
| – | – | 0.37% | 40 |
|
|
2023
Q4 | $881K | Hold |
8,879
| – | – | 0.4% | 40 |
|
|
2023
Q3 | $776K | Hold |
8,879
| – | – | 0.4% | 40 |
|
|
2023
Q2 | $816K | Hold |
8,879
| – | – | 0.41% | 39 |
|
|
2023
Q1 | $788K | Sell |
8,879
-1
| -0% | -$89 | 0.44% | 40 |
|
|
2022
Q4 | $769K | Hold |
8,880
| – | – | 0.5% | 40 |
|
|
2022
Q3 | $717K | Hold |
8,880
| – | – | 0.53% | 43 |
|
|
2022
Q2 | $755K | Hold |
8,880
| – | – | 0.64% | 42 |
|
|
2022
Q1 | $879K | Hold |
8,880
| – | – | 0.75% | 37 |
|
|
2021
Q4 | $933K | Sell |
8,880
-318
| -3% | -$33.4K | 0.87% | 32 |
|
|
2021
Q3 | $927K | Sell |
9,198
-64
| -0.7% | -$6.45K | 0.91% | 32 |
|
|
2021
Q2 | $961K | Hold |
9,262
| – | – | 0.99% | 32 |
|
|
2021
Q1 | $921K | Hold |
9,262
| – | – | 1.15% | 28 |
|
|
2020
Q4 | $777K | Hold |
9,262
| – | – | 1.04% | 30 |
|
|
2020
Q3 | $598K | Hold |
9,262
| – | – | 0.9% | 30 |
|
|
2020
Q2 | $579K | Buy |
9,262
+620
| +7% | +$38.8K | 0.94% | 26 |
|
|
2020
Q1 | $443K | Buy |
8,642
+1,762
| +26% | +$90.3K | 0.83% | 28 |
|
|
2019
Q4 | $523K | Buy |
+6,880
| New | +$523K | 0.67% | 30 |
|