Mariner Independent Advisor Network’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,206
| Closed | -$973K | – | 389 |
|
|
2020
Q1 | $973K | Sell |
16,206
-4,964
| -23% | -$298K | 0.09% | 217 |
|
|
2019
Q4 | $1.72M | Sell |
21,170
-4,803
| -18% | -$389K | 0.12% | 184 |
|
|
2019
Q3 | $1.92M | Sell |
25,973
-13,127
| -34% | -$972K | 0.15% | 166 |
|
|
2019
Q2 | $2.96M | Sell |
39,100
-698
| -2% | -$52.8K | 0.22% | 113 |
|
|
2019
Q1 | $2.95M | Buy |
39,798
+309
| +0.8% | +$22.9K | 0.25% | 101 |
|
|
2018
Q4 | $2.69M | Buy |
+39,489
| New | +$2.69M | 0.24% | 101 |
|
|
2018
Q3 | – | Sell |
-39,857
| Closed | -$2.92M | – | 291 |
|
|
2018
Q2 | $2.92M | Sell |
39,857
-19,459
| -33% | -$1.43M | 0.52% | 55 |
|
|
2018
Q1 | $4.37M | Buy |
59,316
+36,690
| +162% | +$2.7M | 0.27% | 83 |
|
|
2017
Q4 | $1.68M | Buy |
+22,626
| New | +$1.68M | 0.18% | 136 |
|
|
2017
Q2 | – | Sell |
-4,050
| Closed | -$264K | – | 337 |
|
|
2017
Q1 | $264K | Buy |
+4,050
| New | +$264K | 0.03% | 220 |
|