Miller Equity Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51,249
| Closed | -$14.9M | – | 48 |
|
|
2024
Q4 | $14.9M | Sell |
51,249
-274
| -0.5% | -$79.4K | 5.67% | 2 |
|
|
2024
Q3 | $14.6M | Sell |
51,523
-336
| -0.6% | -$95.1K | 5.69% | 2 |
|
|
2024
Q2 | $13.9M | Buy |
51,859
+308
| +0.6% | +$82.4K | 5.77% | 2 |
|
|
2024
Q1 | $13.4M | Sell |
51,551
-517
| -1% | -$134K | 5.53% | 2 |
|
|
2023
Q4 | $12.4M | Sell |
52,068
-565
| -1% | -$134K | 5.58% | 2 |
|
|
2023
Q3 | $11.2M | Sell |
52,633
-255
| -0.5% | -$54.2K | 5.79% | 2 |
|
|
2023
Q2 | $11.7M | Sell |
52,888
-370
| -0.7% | -$81.5K | 5.91% | 2 |
|
|
2023
Q1 | $10.9M | Sell |
53,258
-20
| -0% | -$4.08K | 6.08% | 2 |
|
|
2022
Q4 | $10.2M | Sell |
53,278
-3,615
| -6% | -$691K | 6.61% | 2 |
|
|
2022
Q3 | $10.2M | Sell |
56,893
-45
| -0.1% | -$8.08K | 7.49% | 2 |
|
|
2022
Q2 | $10.7M | Sell |
56,938
-210
| -0.4% | -$39.6K | 9.17% | 2 |
|
|
2022
Q1 | $13M | Sell |
57,148
-605
| -1% | -$138K | 11.03% | 2 |
|
|
2021
Q4 | $13.9M | Buy |
57,753
+314
| +0.5% | +$75.8K | 12.98% | 1 |
|
|
2021
Q3 | $12.8M | Sell |
57,439
-982
| -2% | -$218K | 12.55% | 1 |
|
|
2021
Q2 | $13M | Sell |
58,421
-1,070
| -2% | -$238K | 13.43% | 1 |
|
|
2021
Q1 | $12.3M | Buy |
59,491
+105
| +0.2% | +$21.7K | 15.4% | 1 |
|
|
2020
Q4 | $11.6M | Buy |
59,386
+1,235
| +2% | +$240K | 15.44% | 1 |
|
|
2020
Q3 | $9.9M | Buy |
58,151
+80
| +0.1% | +$13.6K | 14.92% | 1 |
|
|
2020
Q2 | $9.09M | Sell |
58,071
-105
| -0.2% | -$16.4K | 14.77% | 2 |
|
|
2020
Q1 | $7.5M | Sell |
58,176
-13,235
| -19% | -$1.71M | 14.07% | 2 |
|
|
2019
Q4 | $11.7M | Buy |
+71,411
| New | +$11.7M | 14.96% | 2 |
|