MIAN
Mariner Independent Advisor Network’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $16.5M | Sell |
50,140
-1,182
| -2% | -$388K | 0.71% | 28 |
|
|
2022
Q2 | $18.2M | Buy |
51,322
+4,481
| +10% | +$1.59M | 0.77% | 20 |
|
|
2022
Q1 | $19.4M | Buy |
46,841
+8,680
| +23% | +$3.6M | 0.75% | 23 |
|
|
2021
Q4 | $16.7M | Buy |
38,161
+928
| +2% | +$407K | 0.79% | 20 |
|
|
2021
Q3 | $14.7M | Buy |
37,233
+1,462
| +4% | +$577K | 0.72% | 23 |
|
|
2021
Q2 | $14.1M | Buy |
35,771
+1,999
| +6% | +$787K | 0.64% | 27 |
|
|
2021
Q1 | $12.3M | Buy |
33,772
+5,092
| +18% | +$1.85M | 0.64% | 30 |
|
|
2020
Q4 | $9.86M | Buy |
28,680
+2,805
| +11% | +$964K | 0.53% | 35 |
|
|
2020
Q3 | $7.96M | Buy |
25,875
+1,397
| +6% | +$430K | 0.66% | 32 |
|
|
2020
Q2 | $6.99M | Sell |
24,478
-1,534
| -6% | -$438K | 0.64% | 34 |
|
|
2020
Q1 | $5.91M | Buy |
26,012
+2,139
| +9% | +$486K | 0.53% | 44 |
|
|
2019
Q4 | $7.07M | Buy |
23,873
+2,303
| +11% | +$682K | 0.51% | 48 |
|
|
2019
Q3 | $5.82M | Buy |
21,570
+1,595
| +8% | +$430K | 0.44% | 57 |
|
|
2019
Q2 | $5.41M | Sell |
19,975
-1,661
| -8% | -$449K | 0.41% | 59 |
|
|
2019
Q1 | $5.67M | Buy |
21,636
+359
| +2% | +$94.1K | 0.48% | 50 |
|
|
2018
Q4 | $5.05M | Buy |
21,277
+1,689
| +9% | +$401K | 0.45% | 51 |
|
|
2018
Q3 | $4.97M | Buy |
+19,588
| New | +$4.97M | 0.62% | 41 |
|