MIAN
Mariner Independent Advisor Network’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.55M | Sell |
34,909
-179
| -0.5% | -$7.94K | 0.07% | 294 |
|
|
2022
Q2 | $1.75M | Sell |
35,088
-87
| -0.2% | -$4.33K | 0.07% | 274 |
|
|
2022
Q1 | $2.04M | Buy |
35,175
+2,206
| +7% | +$128K | 0.08% | 253 |
|
|
2021
Q4 | $2.03M | Buy |
+32,969
| New | +$2.03M | 0.1% | 220 |
|
|
2019
Q4 | – | Sell |
-12,755
| Closed | -$632K | – | 395 |
|
|
2019
Q3 | $632K | Sell |
12,755
-86,270
| -87% | -$4.27M | 0.05% | 297 |
|
|
2019
Q2 | $5.08M | Buy |
99,025
+3,871
| +4% | +$198K | 0.38% | 67 |
|
|
2019
Q1 | $4.83M | Buy |
95,154
+1,150
| +1% | +$58.4K | 0.41% | 64 |
|
|
2018
Q4 | $4.45M | Buy |
+94,004
| New | +$4.45M | 0.4% | 67 |
|
|
2018
Q3 | – | Sell |
-162,015
| Closed | -$8.29M | – | 287 |
|
|
2018
Q2 | $8.29M | Sell |
162,015
-83,299
| -34% | -$4.26M | 1.47% | 15 |
|
|
2018
Q1 | $13.3M | Buy |
245,314
+152,816
| +165% | +$8.31M | 0.82% | 29 |
|
|
2017
Q4 | $5.06M | Buy |
+92,498
| New | +$5.06M | 0.53% | 41 |
|
|
2017
Q3 | – | Sell |
-31,938
| Closed | -$1.6M | – | 199 |
|
|
2017
Q2 | $1.6M | Buy |
+31,938
| New | +$1.6M | 0.23% | 105 |
|