Mariner Independent Advisor Network’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $6.57M | Sell |
113,601
-11,161
| -9% | -$645K | 0.28% | 81 |
|
2022
Q2 | $7.34M | Sell |
124,762
-38,356
| -24% | -$2.26M | 0.31% | 80 |
|
2022
Q1 | $9.7M | Sell |
163,118
-19,664
| -11% | -$1.17M | 0.37% | 63 |
|
2021
Q4 | $11.1M | Sell |
182,782
-3,274
| -2% | -$199K | 0.52% | 39 |
|
2021
Q3 | $11.4M | Buy |
186,056
+45,035
| +32% | +$2.76M | 0.56% | 35 |
|
2021
Q2 | $8.66M | Buy |
141,021
+121,170
| +610% | +$7.44M | 0.39% | 56 |
|
2021
Q1 | $1.22M | Sell |
19,851
-21,719
| -52% | -$1.34M | 0.06% | 275 |
|
2020
Q4 | $2.56M | Sell |
41,570
-12,845
| -24% | -$791K | 0.14% | 168 |
|
2020
Q3 | $3.38M | Buy |
54,415
+4,949
| +10% | +$307K | 0.28% | 89 |
|
2020
Q2 | $3.07M | Buy |
49,466
+31,090
| +169% | +$1.93M | 0.28% | 88 |
|
2020
Q1 | $1.14M | Buy |
18,376
+205
| +1% | +$12.8K | 0.1% | 191 |
|
2019
Q4 | $1.11M | Buy |
18,171
+2,369
| +15% | +$144K | 0.08% | 239 |
|
2019
Q3 | $963K | Buy |
15,802
+2,919
| +23% | +$178K | 0.07% | 251 |
|
2019
Q2 | $783K | Buy |
12,883
+452
| +4% | +$27.5K | 0.06% | 264 |
|
2019
Q1 | $748K | Buy |
12,431
+740
| +6% | +$44.5K | 0.06% | 259 |
|
2018
Q4 | $702K | Buy |
+11,691
| New | +$702K | 0.06% | 260 |
|
2016
Q4 | – | Sell |
-57,538
| Closed | -$3.52M | – | 206 |
|
2016
Q3 | $3.52M | Buy |
+57,538
| New | +$3.52M | 0.5% | 59 |
|
2016
Q1 | – | Sell |
-35,085
| Closed | -$2.13M | – | 132 |
|
2015
Q4 | $2.13M | Buy |
+35,085
| New | +$2.13M | 1.43% | 19 |
|