Miller Equity Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-48,053	Closed	-$13M	–	51
2024 Q4	$13M	Sell	48,053 -690	-1%	-$187K	4.94%	4
2024 Q3	$12.8M	Hold	48,743	–	–	5.01%	3
2024 Q2	$12.2M	Sell	48,743 -285	-0.6%	-$68.5K	5.06%	4
2024 Q1	$11.8M	Buy	49,028 +1,759	+4%	+$402K	4.85%	4
2023 Q4	$10.3M	Buy	47,269 +8,390	+22%	+$1.71M	4.66%	4
2023 Q3	$7.61M	Buy	38,879 +5,856	+18%	+$1.19M	3.94%	5
2023 Q2	$6.69M	Sell	33,023 -25	-0.1%	-$4.79K	3.39%	6
2023 Q1	$6.17M	Buy	33,048 +3,895	+13%	+$709K	3.45%	5
2022 Q4	$5.08M	Buy	29,153 +8,685	+42%	+$1.52M	3.3%	5
2022 Q3	$3.35M	Buy	20,468 +10,940	+115%	+$1.99M	2.46%	9
2022 Q2	$1.64M	Buy	9,528 +220	+2%	+$41.3K	1.4%	28
2022 Q1	$1.94M	Buy	9,308 +285	+3%	+$58.5K	1.65%	22
2021 Q4	$1.99M	Buy	9,023 +372	+4%	+$79.8K	1.86%	19
2021 Q3	$1.74M	Buy	8,651 +545	+7%	+$113K	1.71%	22
2021 Q2	$1.63M	Buy	8,106 +930	+13%	+$182K	1.68%	20
2021 Q1	$1.33M	Buy	7,176 +170	+2%	+$30.8K	1.67%	21
2020 Q4	$1.23M	Buy	7,006 +2,771	+65%	+$460K	1.64%	22
2020 Q3	$663K	Buy	4,235 +1,015	+32%	+$156K	1%	29
2020 Q2	$460K	Buy	3,220 +80	+3%	+$10.8K	0.75%	32
2020 Q1	$372K	Buy	3,140 +315	+11%	+$44.3K	0.7%	32
2019 Q4	$418K	Buy	+2,825	New	+$400K	0.54%	34