Mariner Independent Advisor Network’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-25,426
| Closed | -$1.21M | – | 384 |
|
|
2020
Q1 | $1.21M | Sell |
25,426
-3,418
| -12% | -$163K | 0.11% | 186 |
|
|
2019
Q4 | $2.2M | Buy |
28,844
+134
| +0.5% | +$10.2K | 0.16% | 143 |
|
|
2019
Q3 | $1.97M | Sell |
28,710
-10,602
| -27% | -$726K | 0.15% | 158 |
|
|
2019
Q2 | $2.74M | Buy |
39,312
+745
| +2% | +$51.8K | 0.21% | 119 |
|
|
2019
Q1 | $2.54M | Sell |
38,567
-423
| -1% | -$27.9K | 0.21% | 109 |
|
|
2018
Q4 | $2.39M | Sell |
38,990
-9,850
| -20% | -$605K | 0.21% | 112 |
|
|
2018
Q3 | $3.39M | Buy |
+48,840
| New | +$3.39M | 0.42% | 58 |
|
|
2018
Q2 | – | Sell |
-45,145
| Closed | -$3.14M | – | 305 |
|
|
2018
Q1 | $3.14M | Buy |
45,145
+1,184
| +3% | +$82.2K | 0.19% | 107 |
|
|
2017
Q4 | $3.08M | Buy |
+43,961
| New | +$3.08M | 0.32% | 80 |
|
|
2017
Q3 | – | Sell |
-81,311
| Closed | -$5.09M | – | 200 |
|
|
2017
Q2 | $5.09M | Buy |
81,311
+67,827
| +503% | +$4.24M | 0.73% | 37 |
|
|
2017
Q1 | $1.08M | Sell |
13,484
-61,750
| -82% | -$4.92M | 0.13% | 97 |
|
|
2016
Q4 | $4.47M | Buy |
+75,234
| New | +$4.47M | 0.72% | 43 |
|
|
2016
Q2 | – | Sell |
-18,228
| Closed | -$845K | – | 166 |
|
|
2016
Q1 | $845K | Buy |
18,228
+5,401
| +42% | +$250K | 0.27% | 80 |
|
|
2015
Q4 | $621K | Buy |
+12,827
| New | +$621K | 0.42% | 56 |
|