Mariner Independent Advisor Network’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $7.16M | Sell |
100,438
-12,023
| -11% | -$858K | 0.31% | 71 |
|
|
2022
Q2 | $8.46M | Sell |
112,461
-3,314
| -3% | -$249K | 0.36% | 70 |
|
|
2022
Q1 | $9.15M | Sell |
115,775
-7,070
| -6% | -$559K | 0.35% | 71 |
|
|
2021
Q4 | $10.4M | Buy |
122,845
+31,526
| +35% | +$2.66M | 0.49% | 45 |
|
|
2021
Q3 | $7.79M | Buy |
91,319
+13,771
| +18% | +$1.18M | 0.38% | 58 |
|
|
2021
Q2 | $6.65M | Buy |
77,548
+24,546
| +46% | +$2.11M | 0.3% | 76 |
|
|
2021
Q1 | $4.48M | Sell |
53,002
-27,733
| -34% | -$2.35M | 0.23% | 110 |
|
|
2020
Q4 | $7.12M | Buy |
80,735
+43,541
| +117% | +$3.84M | 0.38% | 61 |
|
|
2020
Q3 | $3.28M | Buy |
37,194
+4,563
| +14% | +$402K | 0.27% | 98 |
|
|
2020
Q2 | $2.88M | Sell |
32,631
-33,724
| -51% | -$2.97M | 0.27% | 98 |
|
|
2020
Q1 | $5.68M | Buy |
66,355
+7,104
| +12% | +$608K | 0.51% | 50 |
|
|
2019
Q4 | $4.97M | Sell |
59,251
-2,884
| -5% | -$242K | 0.36% | 74 |
|
|
2019
Q3 | $5.24M | Buy |
62,135
+6,599
| +12% | +$557K | 0.4% | 64 |
|
|
2019
Q2 | $4.6M | Sell |
55,536
-8,290
| -13% | -$686K | 0.35% | 76 |
|
|
2019
Q1 | $5.15M | Buy |
63,826
+1,051
| +2% | +$84.8K | 0.44% | 57 |
|
|
2018
Q4 | $4.98M | Buy |
+62,775
| New | +$4.98M | 0.44% | 54 |
|
|
2018
Q2 | – | Sell |
-236,138
| Closed | -$18.9M | – | 161 |
|
|
2018
Q1 | $18.9M | Sell |
236,138
-30,337
| -11% | -$2.42M | 1.16% | 24 |
|
|
2017
Q4 | $21.6M | Buy |
266,475
+20,220
| +8% | +$1.64M | 2.26% | 7 |
|
|
2017
Q3 | $20.2M | Buy |
246,255
+71,516
| +41% | +$5.86M | 3.28% | 8 |
|
|
2017
Q2 | $14.3M | Buy |
+174,739
| New | +$14.3M | 2.05% | 9 |
|
|
2017
Q1 | – | Sell |
-182,960
| Closed | -$14.8M | – | 262 |
|
|
2016
Q4 | $14.8M | Sell |
182,960
-80,580
| -31% | -$6.51M | 2.4% | 7 |
|
|
2016
Q3 | $22.2M | Buy |
263,540
+191,229
| +264% | +$16.1M | 3.16% | 5 |
|
|
2016
Q2 | $6.1M | Sell |
72,311
-44,613
| -38% | -$3.76M | 1.15% | 22 |
|
|
2016
Q1 | $9.64M | Buy |
+116,924
| New | +$9.64M | 3.08% | 4 |
|
|
2015
Q4 | – | Sell |
-109,078
| Closed | -$8.94M | – | 80 |
|
|
2015
Q3 | $8.94M | Buy |
109,078
+43,533
| +66% | +$3.57M | 3.43% | 4 |
|
|
2015
Q2 | $5.33M | Buy |
65,545
+1,888
| +3% | +$153K | 2.61% | 10 |
|
|
2015
Q1 | $5.31M | Sell |
63,657
-1,263
| -2% | -$105K | 2.96% | 10 |
|
|
2014
Q4 | $5.35M | Buy |
64,920
+57,274
| +749% | +$4.72M | 2.48% | 9 |
|
|
2014
Q3 | $626K | Hold |
7,646
| – | – | 0.33% | 50 |
|
|
2014
Q2 | $629K | Buy |
+7,646
| New | +$629K | 0.31% | 58 |
|