Miller Equity Capital Advisors’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,967
| Closed | -$1.45M | – | 44 |
|
2024
Q4 | $1.45M | Sell |
8,967
-140
| -2% | -$22.6K | 0.55% | 39 |
|
2024
Q3 | $1.53M | Hold |
9,107
| – | – | 0.6% | 36 |
|
2024
Q2 | $1.37M | Sell |
9,107
-145
| -2% | -$21.8K | 0.57% | 38 |
|
2024
Q1 | $1.44M | Sell |
9,252
-155
| -2% | -$24.2K | 0.6% | 37 |
|
2023
Q4 | $1.36M | Buy |
9,407
+30
| +0.3% | +$4.35K | 0.62% | 36 |
|
2023
Q3 | $1.23M | Hold |
9,377
| – | – | 0.64% | 35 |
|
2023
Q2 | $1.3M | Sell |
9,377
-50
| -0.5% | -$6.92K | 0.66% | 36 |
|
2023
Q1 | $1.26M | Hold |
9,427
| – | – | 0.71% | 35 |
|
2022
Q4 | $1.27M | Hold |
9,427
| – | – | 0.83% | 34 |
|
2022
Q3 | $1.15M | Sell |
9,427
-45
| -0.5% | -$5.48K | 0.84% | 38 |
|
2022
Q2 | $1.23M | Hold |
9,472
| – | – | 1.05% | 36 |
|
2022
Q1 | $1.42M | Hold |
9,472
| – | – | 1.2% | 30 |
|
2021
Q4 | $1.42M | Buy |
9,472
+435
| +5% | +$65.4K | 1.33% | 28 |
|
2021
Q3 | $1.26M | Sell |
9,037
-60
| -0.7% | -$8.38K | 1.24% | 27 |
|
2021
Q2 | $1.28M | Hold |
9,097
| – | – | 1.32% | 27 |
|
2021
Q1 | $1.23M | Sell |
9,097
-95
| -1% | -$12.8K | 1.54% | 25 |
|
2020
Q4 | $1.09M | Sell |
9,192
-110
| -1% | -$13.1K | 1.46% | 25 |
|
2020
Q3 | $943K | Hold |
9,302
| – | – | 1.42% | 22 |
|
2020
Q2 | $890K | Sell |
9,302
-512
| -5% | -$49K | 1.45% | 18 |
|
2020
Q1 | $798K | Sell |
9,814
-3,350
| -25% | -$272K | 1.5% | 17 |
|
2019
Q4 | $1.57M | Buy |
+13,164
| New | +$1.57M | 2.01% | 12 |
|