MIAN
Mariner Independent Advisor Network’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $8.43M | Buy |
49,296
+1,976
| +4% | +$338K | 0.36% | 61 |
|
|
2022
Q2 | $8.59M | Buy |
47,320
+4,077
| +9% | +$740K | 0.36% | 67 |
|
|
2022
Q1 | $9.24M | Buy |
43,243
+20,320
| +89% | +$4.34M | 0.36% | 69 |
|
|
2021
Q4 | $5.21M | Sell |
22,923
-8,046
| -26% | -$1.83M | 0.24% | 99 |
|
|
2021
Q3 | $6.77M | Buy |
30,969
+1,107
| +4% | +$242K | 0.33% | 76 |
|
|
2021
Q2 | $6.73M | Buy |
29,862
+1,038
| +4% | +$234K | 0.31% | 74 |
|
|
2021
Q1 | $6.17M | Buy |
28,824
+488
| +2% | +$104K | 0.32% | 68 |
|
|
2020
Q4 | $5.52M | Buy |
28,336
+1,344
| +5% | +$262K | 0.29% | 86 |
|
|
2020
Q3 | $4.15M | Buy |
26,992
+995
| +4% | +$153K | 0.34% | 70 |
|
|
2020
Q2 | $3.79M | Sell |
25,997
-3,821
| -13% | -$557K | 0.35% | 74 |
|
|
2020
Q1 | $3.25M | Sell |
29,818
-4,563
| -13% | -$498K | 0.29% | 90 |
|
|
2019
Q4 | $5.7M | Buy |
34,381
+365
| +1% | +$60.5K | 0.41% | 59 |
|
|
2019
Q3 | $5.15M | Buy |
34,016
+1,390
| +4% | +$210K | 0.39% | 67 |
|
|
2019
Q2 | $5.12M | Buy |
32,626
+1,519
| +5% | +$239K | 0.39% | 65 |
|
|
2019
Q1 | $4.8M | Buy |
31,107
+2,589
| +9% | +$399K | 0.41% | 65 |
|
|
2018
Q4 | $4.02M | Buy |
+28,518
| New | +$4.02M | 0.36% | 74 |
|
|
2018
Q3 | – | Sell |
-15,055
| Closed | -$2.34M | – | 285 |
|
|
2018
Q2 | $2.34M | Buy |
+15,055
| New | +$2.34M | 0.42% | 60 |
|
|
2017
Q2 | – | Sell |
-1,505
| Closed | -$201K | – | 334 |
|
|
2017
Q1 | $201K | Buy |
+1,505
| New | +$201K | 0.02% | 252 |
|
|
2015
Q1 | – | Sell |
-1,988
| Closed | -$232K | – | 158 |
|
|
2014
Q4 | $232K | Buy |
+1,988
| New | +$232K | 0.11% | 150 |
|