MIAN
Mariner Independent Advisor Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.78M | Sell |
37,116
-6,436
| -15% | -$482K | 0.12% | 185 |
|
|
2022
Q2 | $3.34M | Sell |
43,552
-7,026
| -14% | -$539K | 0.14% | 166 |
|
|
2022
Q1 | $3.93M | Buy |
50,578
+12,646
| +33% | +$983K | 0.15% | 152 |
|
|
2021
Q4 | $3.06M | Buy |
37,932
+5,569
| +17% | +$449K | 0.14% | 163 |
|
|
2021
Q3 | $2.65M | Buy |
32,363
+2,049
| +7% | +$168K | 0.13% | 178 |
|
|
2021
Q2 | $2.49M | Buy |
30,314
+256
| +0.9% | +$21K | 0.11% | 204 |
|
|
2021
Q1 | $2.47M | Sell |
30,058
-1,645
| -5% | -$135K | 0.13% | 167 |
|
|
2020
Q4 | $2.63M | Buy |
31,703
+168
| +0.5% | +$13.9K | 0.14% | 166 |
|
|
2020
Q3 | $2.62M | Buy |
31,535
+8,759
| +38% | +$727K | 0.22% | 124 |
|
|
2020
Q2 | $1.89M | Buy |
22,776
+8
| +0% | +$664 | 0.17% | 141 |
|
|
2020
Q1 | $1.86M | Buy |
22,768
+207
| +0.9% | +$16.9K | 0.17% | 137 |
|
|
2019
Q4 | $1.82M | Sell |
22,561
-4,679
| -17% | -$377K | 0.13% | 178 |
|
|
2019
Q3 | $2.2M | Buy |
27,240
+4,875
| +22% | +$394K | 0.17% | 134 |
|
|
2019
Q2 | $1.8M | Buy |
22,365
+4,803
| +27% | +$386K | 0.14% | 158 |
|
|
2019
Q1 | $1.39M | Buy |
17,562
+1,459
| +9% | +$116K | 0.12% | 190 |
|
|
2018
Q4 | $1.27M | Buy |
+16,103
| New | +$1.27M | 0.11% | 198 |
|
|
2016
Q2 | – | Sell |
-16,569
| Closed | -$1.33M | – | 141 |
|
|
2016
Q1 | $1.33M | Buy |
+16,569
| New | +$1.33M | 0.43% | 64 |
|
|
2015
Q4 | – | Sell |
-56,301
| Closed | -$4.53M | – | 83 |
|
|
2015
Q3 | $4.53M | Buy |
+56,301
| New | +$4.53M | 1.73% | 16 |
|