MIAN
Mariner Independent Advisor Network’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $18.5M | Sell |
103,089
-4,376
| -4% | -$785K | 0.8% | 21 |
|
|
2022
Q2 | $20.5M | Buy |
107,465
+2,543
| +2% | +$484K | 0.86% | 19 |
|
|
2022
Q1 | $23.9M | Buy |
104,922
+15,558
| +17% | +$3.54M | 0.92% | 19 |
|
|
2021
Q4 | $21.6M | Sell |
89,364
-2,922
| -3% | -$708K | 1.01% | 17 |
|
|
2021
Q3 | $20.5M | Buy |
92,286
+3,103
| +3% | +$690K | 1% | 16 |
|
|
2021
Q2 | $19.9M | Buy |
89,183
+1,191
| +1% | +$265K | 0.9% | 19 |
|
|
2021
Q1 | $18.2M | Buy |
87,992
+1,692
| +2% | +$350K | 0.95% | 18 |
|
|
2020
Q4 | $16.8M | Buy |
86,300
+25,455
| +42% | +$4.95M | 0.9% | 19 |
|
|
2020
Q3 | $10.4M | Sell |
60,845
-3,706
| -6% | -$631K | 0.86% | 21 |
|
|
2020
Q2 | $10.2M | Sell |
64,551
-31,322
| -33% | -$4.93M | 0.94% | 19 |
|
|
2020
Q1 | $12M | Buy |
95,873
+1,089
| +1% | +$137K | 1.09% | 16 |
|
|
2019
Q4 | $15.5M | Buy |
94,784
+9,757
| +11% | +$1.6M | 1.12% | 17 |
|
|
2019
Q3 | $12.7M | Buy |
85,027
+23,439
| +38% | +$3.51M | 0.97% | 21 |
|
|
2019
Q2 | $9.28M | Buy |
61,588
+10,811
| +21% | +$1.63M | 0.7% | 29 |
|
|
2019
Q1 | $7.42M | Sell |
50,777
-14,447
| -22% | -$2.11M | 0.63% | 35 |
|
|
2018
Q4 | $8.57M | Buy |
+65,224
| New | +$8.57M | 0.76% | 22 |
|
|
2018
Q3 | – | Sell |
-28,112
| Closed | -$3.95M | – | 292 |
|
|
2018
Q2 | $3.95M | Buy |
28,112
+11,526
| +69% | +$1.62M | 0.7% | 37 |
|
|
2018
Q1 | $2.25M | Sell |
16,586
-1,145
| -6% | -$155K | 0.14% | 128 |
|
|
2017
Q4 | $2.43M | Buy |
+17,731
| New | +$2.43M | 0.25% | 94 |
|
|
2016
Q3 | – | Sell |
-44,025
| Closed | -$4.72M | – | 196 |
|
|
2016
Q2 | $4.72M | Buy |
44,025
+6,476
| +17% | +$694K | 0.89% | 28 |
|
|
2016
Q1 | $3.94M | Buy |
+37,549
| New | +$3.94M | 1.26% | 28 |
|
|
2015
Q1 | – | Sell |
-2,332
| Closed | -$247K | – | 161 |
|
|
2014
Q4 | $247K | Sell |
2,332
-4,144
| -64% | -$439K | 0.11% | 142 |
|
|
2014
Q3 | $656K | Sell |
6,476
-42,973
| -87% | -$4.35M | 0.34% | 48 |
|
|
2014
Q2 | $5.03M | Buy |
+49,449
| New | +$5.03M | 2.48% | 12 |
|