Miller Equity Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-143,740	Closed	-$9.49M	–	43
2024 Q4	$9.49M	Buy	143,740 +1,124	+0.8%	+$76.3K	3.62%	6
2024 Q3	$9.41M	Sell	142,616 -2,540	-2%	-$159K	3.67%	6
2024 Q2	$8.79M	Sell	145,156 -5,680	-4%	-$345K	3.65%	6
2024 Q1	$9.42M	Buy	150,836 +7,080	+5%	+$418K	3.89%	6
2023 Q4	$8.36M	Buy	143,756 +18,268	+15%	+$976K	3.78%	6
2023 Q3	$6.53M	Buy	125,488 +33,920	+37%	+$1.86M	3.38%	6
2023 Q2	$5.04M	Buy	91,568 +9,196	+11%	+$482K	2.56%	9
2023 Q1	$4.34M	Buy	82,372 +3,880	+5%	+$206K	2.43%	10
2022 Q4	$4M	Buy	78,492 +11,980	+18%	+$610K	2.6%	8
2022 Q3	$3.13M	Buy	66,512 +16,840	+34%	+$880K	2.29%	12
2022 Q2	$2.45M	Buy	49,672 +920	+2%	+$49.7K	2.09%	15
2022 Q1	$2.9M	Buy	48,752 +13,764	+39%	+$808K	2.46%	14
2021 Q4	$2.23M	Buy	34,988 +3,148	+10%	+$197K	2.07%	15
2021 Q3	$1.89M	Buy	31,840 +5,320	+20%	+$321K	1.86%	18
2021 Q2	$1.57M	Buy	26,520 +4,760	+22%	+$276K	1.62%	23
2021 Q1	$1.2M	Buy	21,760 +780	+4%	+$42.3K	1.51%	26
2020 Q4	$1.08M	Sell	20,980 -64	-0.3%	-$3.1K	1.45%	26
2020 Q3	$927K	Buy	21,044 +8,692	+70%	+$379K	1.4%	23
2020 Q2	$506K	Buy	12,352 +340	+3%	+$13K	0.82%	29
2020 Q1	$395K	Buy	12,012 +2,500	+26%	+$104K	0.74%	31
2019 Q4	$424K	Buy	+9,512	New	+$408K	0.54%	33