Miller Equity Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-5,822
| Closed | -$256K | – | 52 |
|
2024
Q4 | $256K | Sell |
5,822
-2,200
| -27% | -$96.9K | 0.1% | 53 |
|
2024
Q3 | $384K | Hold |
8,022
| – | – | 0.15% | 49 |
|
2024
Q2 | $351K | Hold |
8,022
| – | – | 0.15% | 49 |
|
2024
Q1 | $335K | Sell |
8,022
-7,201
| -47% | -$301K | 0.14% | 49 |
|
2023
Q4 | $626K | Sell |
15,223
-795
| -5% | -$32.7K | 0.28% | 43 |
|
2023
Q3 | $628K | Sell |
16,018
-530
| -3% | -$20.8K | 0.33% | 43 |
|
2023
Q2 | $673K | Sell |
16,548
-1,698
| -9% | -$69.1K | 0.34% | 42 |
|
2023
Q1 | $737K | Hold |
18,246
| – | – | 0.41% | 42 |
|
2022
Q4 | $711K | Sell |
18,246
-14,070
| -44% | -$548K | 0.46% | 41 |
|
2022
Q3 | $1.18M | Sell |
32,316
-200
| -0.6% | -$7.3K | 0.86% | 37 |
|
2022
Q2 | $1.35M | Sell |
32,516
-380
| -1% | -$15.8K | 1.16% | 33 |
|
2022
Q1 | $1.52M | Sell |
32,896
-240
| -0.7% | -$11.1K | 1.29% | 27 |
|
2021
Q4 | $1.64M | Sell |
33,136
-6,225
| -16% | -$308K | 1.53% | 24 |
|
2021
Q3 | $1.97M | Sell |
39,361
-4,305
| -10% | -$215K | 1.94% | 17 |
|
2021
Q2 | $2.37M | Sell |
43,666
-110
| -0.3% | -$5.98K | 2.45% | 13 |
|
2021
Q1 | $2.28M | Buy |
43,776
+100
| +0.2% | +$5.21K | 2.85% | 11 |
|
2020
Q4 | $2.19M | Sell |
43,676
-12,819
| -23% | -$642K | 2.92% | 10 |
|
2020
Q3 | $2.44M | Sell |
56,495
-25,830
| -31% | -$1.12M | 3.68% | 5 |
|
2020
Q2 | $3.26M | Sell |
82,325
-3,855
| -4% | -$153K | 5.3% | 5 |
|
2020
Q1 | $2.89M | Sell |
86,180
-10,210
| -11% | -$343K | 5.42% | 5 |
|
2019
Q4 | $4.29M | Buy |
+96,390
| New | +$4.29M | 5.49% | 5 |
|