Miller Investment Management’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
Q2 | $17.8M | Buy |
62,225
+3,049
| +5% | +$870K | 1.86% | 12 |
|
2025
Q1 | $15.2M | Buy |
59,176
+37
| +0.1% | +$9.51K | 1.68% | 13 |
|
2024
Q4 | $15.9M | Sell |
59,139
-146
| -0.2% | -$39.4K | 1.75% | 14 |
|
2024
Q3 | $15.6M | Buy |
59,285
+47,184
| +390% | +$12.4M | 1.63% | 18 |
|
2024
Q2 | $3.02M | Buy |
12,101
+6,045
| +100% | +$1.51M | 0.36% | 35 |
|
2024
Q1 | $1.45M | Buy |
6,056
+5,067
| +512% | +$1.21M | 0.19% | 54 |
|
2023
Q4 | $216K | Sell |
989
-154
| -13% | -$33.6K | 0.03% | 98 |
|
2023
Q3 | $224K | Sell |
1,143
-413
| -27% | -$80.8K | 0.04% | 92 |
|
2023
Q2 | $315K | Sell |
1,556
-40
| -3% | -$8.11K | 0.05% | 84 |
|
2023
Q1 | $298K | Hold |
1,596
| – | – | 0.05% | 84 |
|
2022
Q4 | $278K | Hold |
1,596
| – | – | 0.05% | 85 |
|
2022
Q3 | $261K | Buy |
+1,596
| New | +$261K | 0.05% | 84 |
|
2022
Q2 | – | Sell |
-1,047
| Closed | -$218K | – | 98 |
|
2022
Q1 | $218K | Hold |
1,047
| – | – | 0.03% | 93 |
|
2021
Q4 | $231K | Buy |
+1,047
| New | +$231K | 0.03% | 94 |
|