Mariner Independent Advisor Network’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $6.64M | Buy |
35,298
+980
| +3% | +$184K | 0.29% | 80 |
|
|
2022
Q2 | $6.88M | Buy |
34,318
+2,421
| +8% | +$486K | 0.29% | 84 |
|
|
2022
Q1 | $7.59M | Buy |
31,897
+9,186
| +40% | +$2.19M | 0.29% | 85 |
|
|
2021
Q4 | $5.76M | Sell |
22,711
-3,332
| -13% | -$846K | 0.27% | 88 |
|
|
2021
Q3 | $6.17M | Buy |
26,043
+1,629
| +7% | +$386K | 0.3% | 86 |
|
|
2021
Q2 | $5.8M | Buy |
24,414
+1,430
| +6% | +$339K | 0.26% | 93 |
|
|
2021
Q1 | $5.09M | Buy |
22,984
+920
| +4% | +$204K | 0.27% | 97 |
|
|
2020
Q4 | $4.56M | Buy |
22,064
+4,197
| +23% | +$868K | 0.24% | 100 |
|
|
2020
Q3 | $3.15M | Buy |
17,867
+7,296
| +69% | +$1.29M | 0.26% | 104 |
|
|
2020
Q2 | $1.74M | Sell |
10,571
-2,182
| -17% | -$359K | 0.16% | 153 |
|
|
2020
Q1 | $1.62M | Sell |
12,753
-219
| -2% | -$27.9K | 0.15% | 159 |
|
|
2019
Q4 | $2.31M | Buy |
12,972
+1,040
| +9% | +$185K | 0.17% | 135 |
|
|
2019
Q3 | $1.98M | Buy |
+11,932
| New | +$1.98M | 0.15% | 156 |
|
|
2018
Q3 | – | Sell |
-19,785
| Closed | -$3.12M | – | 290 |
|
|
2018
Q2 | $3.12M | Buy |
19,785
+7,062
| +56% | +$1.11M | 0.55% | 53 |
|
|
2018
Q1 | $1.96M | Buy |
+12,723
| New | +$1.96M | 0.12% | 142 |
|
|
2015
Q1 | – | Sell |
-1,927
| Closed | -$238K | – | 160 |
|
|
2014
Q4 | $238K | Buy |
+1,927
| New | +$238K | 0.11% | 143 |
|