Miller Equity Capital Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-35,935
| Closed | -$9.49M | – | 43 |
|
|
2024
Q4 | $9.49M | Buy |
35,935
+281
| +0.8% | +$74.2K | 3.62% | 6 |
|
|
2024
Q3 | $9.41M | Sell |
35,654
-635
| -2% | -$168K | 3.67% | 6 |
|
|
2024
Q2 | $8.79M | Sell |
36,289
-1,420
| -4% | -$344K | 3.65% | 6 |
|
|
2024
Q1 | $9.42M | Buy |
37,709
+1,770
| +5% | +$442K | 3.89% | 6 |
|
|
2023
Q4 | $8.36M | Buy |
35,939
+4,567
| +15% | +$1.06M | 3.78% | 6 |
|
|
2023
Q3 | $6.53M | Buy |
31,372
+8,480
| +37% | +$1.77M | 3.38% | 6 |
|
|
2023
Q2 | $5.04M | Buy |
22,892
+2,299
| +11% | +$506K | 2.56% | 9 |
|
|
2023
Q1 | $4.34M | Buy |
20,593
+970
| +5% | +$205K | 2.43% | 10 |
|
|
2022
Q4 | $4M | Buy |
19,623
+2,995
| +18% | +$610K | 2.6% | 8 |
|
|
2022
Q3 | $3.13M | Buy |
16,628
+4,210
| +34% | +$791K | 2.29% | 12 |
|
|
2022
Q2 | $2.45M | Buy |
12,418
+230
| +2% | +$45.3K | 2.09% | 15 |
|
|
2022
Q1 | $2.9M | Buy |
12,188
+3,441
| +39% | +$818K | 2.46% | 14 |
|
|
2021
Q4 | $2.23M | Buy |
8,747
+787
| +10% | +$200K | 2.07% | 15 |
|
|
2021
Q3 | $1.89M | Buy |
7,960
+1,330
| +20% | +$315K | 1.86% | 18 |
|
|
2021
Q2 | $1.57M | Buy |
6,630
+1,190
| +22% | +$283K | 1.62% | 23 |
|
|
2021
Q1 | $1.2M | Buy |
5,440
+195
| +4% | +$43.2K | 1.51% | 26 |
|
|
2020
Q4 | $1.09M | Sell |
5,245
-16
| -0.3% | -$3.31K | 1.45% | 26 |
|
|
2020
Q3 | $927K | Buy |
5,261
+2,173
| +70% | +$383K | 1.4% | 23 |
|
|
2020
Q2 | $506K | Buy |
3,088
+85
| +3% | +$13.9K | 0.82% | 29 |
|
|
2020
Q1 | $395K | Buy |
3,003
+625
| +26% | +$82.2K | 0.74% | 31 |
|
|
2019
Q4 | $424K | Buy |
+2,378
| New | +$424K | 0.54% | 33 |
|