Mariner Independent Advisor Network’s Vanguard Total World Stock ETF VT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-16,206	Closed	-$973K	–	389
2020 Q1	$973K	Sell	16,206 -4,964	-23%	-$374K	0.09%	217
2019 Q4	$1.72M	Sell	21,170 -4,803	-18%	-$374K	0.12%	184
2019 Q3	$1.92M	Sell	25,973 -13,127	-34%	-$981K	0.15%	166
2019 Q2	$2.96M	Sell	39,100 -698	-2%	-$51.7K	0.22%	113
2019 Q1	$2.95M	Buy	39,798 +309	+0.8%	+$21.9K	0.25%	101
2018 Q4	$2.69M	Buy	+39,489	New	+$2.76M	0.24%	101
2018 Q3	–	Sell	-39,857	Closed	-$2.92M	–	291
2018 Q2	$2.92M	Sell	39,857 -19,459	-33%	-$1.45M	0.52%	55
2018 Q1	$4.37M	Buy	59,316 +36,690	+162%	+$2.78M	0.27%	83
2017 Q4	$1.68M	Buy	+22,626	New	+$1.64M	0.18%	136
2017 Q2	–	Sell	-4,050	Closed	-$264K	–	337
2017 Q1	$264K	Buy	+4,050	New	+$259K	0.03%	220