Miller Equity Capital Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-48,053
| Closed | -$13M | – | 51 |
|
|
2024
Q4 | $13M | Sell |
48,053
-690
| -1% | -$186K | 4.94% | 4 |
|
|
2024
Q3 | $12.8M | Hold |
48,743
| – | – | 5.01% | 3 |
|
|
2024
Q2 | $12.2M | Sell |
48,743
-285
| -0.6% | -$71.1K | 5.06% | 4 |
|
|
2024
Q1 | $11.8M | Buy |
49,028
+1,759
| +4% | +$422K | 4.85% | 4 |
|
|
2023
Q4 | $10.3M | Buy |
47,269
+8,390
| +22% | +$1.83M | 4.66% | 4 |
|
|
2023
Q3 | $7.61M | Buy |
38,879
+5,856
| +18% | +$1.15M | 3.94% | 5 |
|
|
2023
Q2 | $6.69M | Sell |
33,023
-25
| -0.1% | -$5.07K | 3.39% | 6 |
|
|
2023
Q1 | $6.17M | Buy |
33,048
+3,895
| +13% | +$728K | 3.45% | 5 |
|
|
2022
Q4 | $5.08M | Buy |
29,153
+8,685
| +42% | +$1.51M | 3.3% | 5 |
|
|
2022
Q3 | $3.35M | Buy |
20,468
+10,940
| +115% | +$1.79M | 2.46% | 9 |
|
|
2022
Q2 | $1.64M | Buy |
9,528
+220
| +2% | +$37.9K | 1.4% | 28 |
|
|
2022
Q1 | $1.94M | Buy |
9,308
+285
| +3% | +$59.4K | 1.65% | 22 |
|
|
2021
Q4 | $1.99M | Buy |
9,023
+372
| +4% | +$82.2K | 1.86% | 19 |
|
|
2021
Q3 | $1.74M | Buy |
8,651
+545
| +7% | +$109K | 1.71% | 22 |
|
|
2021
Q2 | $1.63M | Buy |
8,106
+930
| +13% | +$187K | 1.68% | 20 |
|
|
2021
Q1 | $1.33M | Buy |
7,176
+170
| +2% | +$31.5K | 1.67% | 21 |
|
|
2020
Q4 | $1.23M | Buy |
7,006
+2,771
| +65% | +$487K | 1.64% | 22 |
|
|
2020
Q3 | $663K | Buy |
4,235
+1,015
| +32% | +$159K | 1% | 29 |
|
|
2020
Q2 | $460K | Buy |
3,220
+80
| +3% | +$11.4K | 0.75% | 32 |
|
|
2020
Q1 | $372K | Buy |
3,140
+315
| +11% | +$37.3K | 0.7% | 32 |
|
|
2019
Q4 | $418K | Buy |
+2,825
| New | +$418K | 0.54% | 34 |
|