MIAN
Mariner Independent Advisor Network’s Vanguard Real Estate ETF VNQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.11M | Buy |
13,881
+2,124
| +18% | +$170K | 0.05% | 347 |
|
|
2022
Q2 | $1.08M | Sell |
11,757
-1,358
| -10% | -$125K | 0.05% | 353 |
|
|
2022
Q1 | $1.43M | Buy |
13,115
+2,066
| +19% | +$224K | 0.05% | 313 |
|
|
2021
Q4 | $1.27M | Sell |
11,049
-1,296
| -10% | -$149K | 0.06% | 297 |
|
|
2021
Q3 | $1.26M | Buy |
12,345
+624
| +5% | +$63.5K | 0.06% | 296 |
|
|
2021
Q2 | $1.19M | Buy |
11,721
+678
| +6% | +$69K | 0.05% | 317 |
|
|
2021
Q1 | $1.01M | Buy |
11,043
+270
| +3% | +$24.8K | 0.05% | 297 |
|
|
2020
Q4 | $915K | Buy |
+10,773
| New | +$915K | 0.05% | 294 |
|
|
2020
Q2 | – | Sell |
-10,601
| Closed | -$701K | – | 386 |
|
|
2020
Q1 | $701K | Sell |
10,601
-33,786
| -76% | -$2.23M | 0.06% | 251 |
|
|
2019
Q4 | $4.08M | Sell |
44,387
-485
| -1% | -$44.6K | 0.29% | 83 |
|
|
2019
Q3 | $4.18M | Sell |
44,872
-16
| -0% | -$1.49K | 0.32% | 82 |
|
|
2019
Q2 | $3.92M | Buy |
44,888
+2,182
| +5% | +$190K | 0.3% | 89 |
|
|
2019
Q1 | $3.71M | Buy |
+42,706
| New | +$3.71M | 0.31% | 81 |
|
|
2018
Q2 | – | Sell |
-17,580
| Closed | -$1.33M | – | 309 |
|
|
2018
Q1 | $1.33M | Buy |
17,580
+269
| +2% | +$20.3K | 0.08% | 189 |
|
|
2017
Q4 | $1.38M | Sell |
17,311
-19,931
| -54% | -$1.59M | 0.14% | 152 |
|
|
2017
Q3 | $3.09M | Buy |
37,242
+2,990
| +9% | +$248K | 0.5% | 52 |
|
|
2017
Q2 | $2.85M | Buy |
+34,252
| New | +$2.85M | 0.41% | 74 |
|
|
2017
Q1 | – | Sell |
-102,285
| Closed | -$8.44M | – | 352 |
|
|
2016
Q4 | $8.44M | Buy |
102,285
+301
| +0.3% | +$24.8K | 1.37% | 20 |
|
|
2016
Q3 | $8.85M | Buy |
+101,984
| New | +$8.85M | 1.26% | 21 |
|
|
2016
Q2 | – | Sell |
-12,978
| Closed | -$1.09M | – | 167 |
|
|
2016
Q1 | $1.09M | Buy |
+12,978
| New | +$1.09M | 0.35% | 70 |
|
|
2015
Q4 | – | Sell |
-12,830
| Closed | -$969K | – | 143 |
|
|
2015
Q3 | $969K | Buy |
+12,830
| New | +$969K | 0.37% | 75 |
|
|
2015
Q2 | – | Sell |
-44,436
| Closed | -$3.75M | – | 102 |
|
|
2015
Q1 | $3.75M | Sell |
44,436
-3,325
| -7% | -$280K | 2.09% | 15 |
|
|
2014
Q4 | $3.87M | Buy |
47,761
+6,082
| +15% | +$493K | 1.79% | 13 |
|
|
2014
Q3 | $2.99M | Buy |
41,679
+1,920
| +5% | +$138K | 1.56% | 17 |
|
|
2014
Q2 | $2.98M | Buy |
+39,759
| New | +$2.98M | 1.46% | 20 |
|