MIAN
Mariner Independent Advisor Network’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-11,185
| Closed | -$854K | – | 594 |
|
|
2022
Q2 | $854K | Sell |
11,185
-2,678
| -19% | -$204K | 0.04% | 403 |
|
|
2022
Q1 | $1.08M | Buy |
13,863
+2,429
| +21% | +$189K | 0.04% | 352 |
|
|
2021
Q4 | $928K | Sell |
11,434
-803
| -7% | -$65.2K | 0.04% | 339 |
|
|
2021
Q3 | $1.01M | Buy |
12,237
+1,550
| +15% | +$128K | 0.05% | 328 |
|
|
2021
Q2 | $883K | Buy |
+10,687
| New | +$883K | 0.04% | 357 |
|
|
2021
Q1 | – | Sell |
-11,300
| Closed | -$941K | – | 458 |
|
|
2020
Q4 | $941K | Buy |
+11,300
| New | +$941K | 0.05% | 290 |
|
|
2020
Q2 | – | Sell |
-12,966
| Closed | -$1.02M | – | 382 |
|
|
2020
Q1 | $1.02M | Sell |
12,966
-58,041
| -82% | -$4.55M | 0.09% | 210 |
|
|
2019
Q4 | $5.75M | Buy |
71,007
+2,566
| +4% | +$208K | 0.41% | 58 |
|
|
2019
Q3 | $5.54M | Buy |
68,441
+193
| +0.3% | +$15.6K | 0.42% | 61 |
|
|
2019
Q2 | $5.49M | Buy |
68,248
+4,205
| +7% | +$338K | 0.41% | 56 |
|
|
2019
Q1 | $5.09M | Buy |
64,043
+3,586
| +6% | +$285K | 0.43% | 59 |
|
|
2018
Q4 | $4.72M | Buy |
+60,457
| New | +$4.72M | 0.42% | 57 |
|
|
2018
Q2 | – | Sell |
-60,053
| Closed | -$4.71M | – | 303 |
|
|
2018
Q1 | $4.71M | Buy |
60,053
+2,773
| +5% | +$217K | 0.29% | 77 |
|
|
2017
Q4 | $4.54M | Buy |
+57,280
| New | +$4.54M | 0.48% | 47 |
|
|
2017
Q3 | – | Sell |
-46,266
| Closed | -$3.7M | – | 197 |
|
|
2017
Q2 | $3.7M | Buy |
+46,266
| New | +$3.7M | 0.53% | 60 |
|
|
2016
Q4 | – | Sell |
-87,436
| Closed | -$7.04M | – | 205 |
|
|
2016
Q3 | $7.04M | Buy |
+87,436
| New | +$7.04M | 1% | 26 |
|
|
2016
Q2 | – | Sell |
-34,511
| Closed | -$2.75M | – | 165 |
|
|
2016
Q1 | $2.75M | Buy |
34,511
+8,013
| +30% | +$639K | 0.88% | 35 |
|
|
2015
Q4 | $2.09M | Buy |
+26,498
| New | +$2.09M | 1.4% | 20 |
|