MIAN
Mariner Independent Advisor Network’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $3.01M | Buy |
82,632
+1,445
| +2% | +$52.5K | 0.13% | 174 |
|
2022
Q2 | $3.31M | Buy |
81,187
+16,722
| +26% | +$682K | 0.14% | 167 |
|
2022
Q1 | $3.1M | Buy |
64,465
+18,709
| +41% | +$901K | 0.12% | 179 |
|
2021
Q4 | $2.34M | Sell |
45,756
-5,091
| -10% | -$260K | 0.11% | 201 |
|
2021
Q3 | $2.58M | Buy |
50,847
+3,416
| +7% | +$173K | 0.13% | 183 |
|
2021
Q2 | $2.44M | Buy |
47,431
+4,811
| +11% | +$248K | 0.11% | 210 |
|
2021
Q1 | $2.09M | Sell |
42,620
-2,204
| -5% | -$108K | 0.11% | 194 |
|
2020
Q4 | $2.12M | Buy |
44,824
+13,577
| +43% | +$641K | 0.11% | 191 |
|
2020
Q3 | $1.28M | Sell |
31,247
-4,088
| -12% | -$167K | 0.11% | 189 |
|
2020
Q2 | $1.38M | Sell |
35,335
-16,277
| -32% | -$633K | 0.13% | 180 |
|
2020
Q1 | $1.67M | Sell |
51,612
-69
| -0.1% | -$2.23K | 0.15% | 156 |
|
2019
Q4 | $2.28M | Buy |
51,681
+3,656
| +8% | +$161K | 0.16% | 138 |
|
2019
Q3 | $1.96M | Buy |
48,025
+9,268
| +24% | +$378K | 0.15% | 159 |
|
2019
Q2 | $1.62M | Buy |
38,757
+20,606
| +114% | +$861K | 0.12% | 180 |
|
2019
Q1 | $749K | Sell |
18,151
-17,570
| -49% | -$725K | 0.06% | 258 |
|
2018
Q4 | $1.36M | Buy |
+35,721
| New | +$1.36M | 0.12% | 183 |
|
2018
Q3 | – | Sell |
-20,632
| Closed | -$885K | – | 286 |
|
2018
Q2 | $885K | Sell |
20,632
-8,312
| -29% | -$357K | 0.16% | 93 |
|
2018
Q1 | $1.28M | Buy |
28,944
+11,648
| +67% | +$515K | 0.08% | 192 |
|
2017
Q4 | $776K | Buy |
+17,296
| New | +$776K | 0.08% | 207 |
|