MIAN
Mariner Independent Advisor Network’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $25.8M | Buy |
190,694
+7,963
| +4% | +$1.08M | 1.11% | 11 |
|
|
2022
Q2 | $26.6M | Buy |
182,731
+10,600
| +6% | +$1.54M | 1.12% | 11 |
|
|
2022
Q1 | $27.8M | Buy |
172,131
+41,393
| +32% | +$6.69M | 1.07% | 14 |
|
|
2021
Q4 | $22.4M | Sell |
130,738
-20,125
| -13% | -$3.45M | 1.05% | 14 |
|
|
2021
Q3 | $23.2M | Buy |
150,863
+8,980
| +6% | +$1.38M | 1.13% | 13 |
|
|
2021
Q2 | $22M | Buy |
141,883
+3,262
| +2% | +$505K | 1% | 18 |
|
|
2021
Q1 | $20.4M | Buy |
138,621
+17,098
| +14% | +$2.51M | 1.06% | 15 |
|
|
2020
Q4 | $17.2M | Buy |
121,523
+40,403
| +50% | +$5.7M | 0.92% | 18 |
|
|
2020
Q3 | $10.4M | Buy |
81,120
+11,740
| +17% | +$1.51M | 0.86% | 20 |
|
|
2020
Q2 | $8.15M | Sell |
69,380
-26,088
| -27% | -$3.07M | 0.75% | 28 |
|
|
2020
Q1 | $9.56M | Sell |
95,468
-26,304
| -22% | -$2.63M | 0.86% | 23 |
|
|
2019
Q4 | $15.2M | Buy |
121,772
+7,692
| +7% | +$961K | 1.1% | 19 |
|
|
2019
Q3 | $13.5M | Buy |
114,080
+31,905
| +39% | +$3.78M | 1.03% | 19 |
|
|
2019
Q2 | $9.49M | Buy |
82,175
+4,358
| +6% | +$503K | 0.71% | 28 |
|
|
2019
Q1 | $8.58M | Buy |
77,817
+2,943
| +4% | +$324K | 0.72% | 28 |
|
|
2018
Q4 | $7.47M | Buy |
+74,874
| New | +$7.47M | 0.67% | 31 |
|
|
2018
Q3 | – | Sell |
-49,540
| Closed | -$5.03M | – | 289 |
|
|
2018
Q2 | $5.03M | Sell |
49,540
-33,991
| -41% | -$3.45M | 0.89% | 31 |
|
|
2018
Q1 | $8.44M | Buy |
83,531
+45,099
| +117% | +$4.56M | 0.52% | 46 |
|
|
2017
Q4 | $3.92M | Buy |
38,432
+25,116
| +189% | +$2.56M | 0.41% | 63 |
|
|
2017
Q3 | $1.26M | Sell |
13,316
-200
| -1% | -$19K | 0.21% | 87 |
|
|
2017
Q2 | $1.25M | Buy |
+13,516
| New | +$1.25M | 0.18% | 125 |
|
|
2017
Q1 | – | Sell |
-14,431
| Closed | -$1.23M | – | 351 |
|
|
2016
Q4 | $1.23M | Sell |
14,431
-1,425
| -9% | -$121K | 0.2% | 91 |
|
|
2016
Q3 | $1.33M | Sell |
15,856
-322
| -2% | -$27K | 0.19% | 94 |
|
|
2016
Q2 | $1.35M | Sell |
16,178
-17,692
| -52% | -$1.47M | 0.25% | 85 |
|
|
2016
Q1 | $2.75M | Buy |
33,870
+3,352
| +11% | +$272K | 0.88% | 36 |
|
|
2015
Q4 | $2.37M | Buy |
30,518
+13,342
| +78% | +$1.04M | 1.59% | 16 |
|
|
2015
Q3 | $1.27M | Buy |
17,176
+2,469
| +17% | +$182K | 0.49% | 62 |
|
|
2015
Q2 | $1.16M | Buy |
14,707
+817
| +6% | +$64.2K | 0.57% | 55 |
|
|
2015
Q1 | $1.12M | Sell |
13,890
-1,257
| -8% | -$101K | 0.62% | 47 |
|
|
2014
Q4 | $1.23M | Sell |
15,147
-1,039
| -6% | -$84.3K | 0.57% | 46 |
|
|
2014
Q3 | $1.25M | Sell |
16,186
-57,087
| -78% | -$4.39M | 0.65% | 32 |
|
|
2014
Q2 | $5.71M | Buy |
+73,273
| New | +$5.71M | 2.81% | 10 |
|