Miller Equity Capital Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$92	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%	-$6.47K	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%	+$35.8K	0.94%	26
2020 Q1	$443K	Buy	8,642 +1,762	+26%	+$119K	0.83%	28
2019 Q4	$523K	Buy	+6,880	New	+$506K	0.67%	30