Miller Equity Capital Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-16,035
| Closed | -$1.84M | – | 47 |
|
|
2024
Q4 | $1.84M | Sell |
16,035
-8,300
| -34% | -$950K | 0.7% | 33 |
|
|
2024
Q3 | $3.07M | Hold |
24,335
| – | – | 1.2% | 24 |
|
|
2024
Q2 | $2.86M | Sell |
24,335
-3,905
| -14% | -$459K | 1.19% | 23 |
|
|
2024
Q1 | $3.3M | Hold |
28,240
| – | – | 1.36% | 22 |
|
|
2023
Q4 | $3.25M | Hold |
28,240
| – | – | 1.47% | 20 |
|
|
2023
Q3 | $3M | Sell |
28,240
-125
| -0.4% | -$13.3K | 1.55% | 21 |
|
|
2023
Q2 | $3.13M | Buy |
28,365
+19,785
| +231% | +$2.19M | 1.59% | 21 |
|
|
2023
Q1 | $937K | Buy |
+8,580
| New | +$937K | 0.52% | 37 |
|