MIAN
Mariner Independent Advisor Network’s Vanguard Value ETF VTV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $17.2M | Buy |
139,549
+8,769
| +7% | +$1.08M | 0.74% | 23 |
|
|
2022
Q2 | $17.4M | Buy |
130,780
+19,346
| +17% | +$2.57M | 0.73% | 21 |
|
|
2022
Q1 | $16.5M | Buy |
111,434
+27,587
| +33% | +$4.07M | 0.63% | 33 |
|
|
2021
Q4 | $12.4M | Buy |
83,847
+4,426
| +6% | +$654K | 0.58% | 32 |
|
|
2021
Q3 | $10.8M | Buy |
79,421
+6,853
| +9% | +$928K | 0.53% | 40 |
|
|
2021
Q2 | $9.98M | Buy |
72,568
+2,729
| +4% | +$375K | 0.45% | 42 |
|
|
2021
Q1 | $9.18M | Buy |
69,839
+17,104
| +32% | +$2.25M | 0.48% | 46 |
|
|
2020
Q4 | $6.27M | Sell |
52,735
-184
| -0.3% | -$21.9K | 0.34% | 68 |
|
|
2020
Q3 | $5.53M | Buy |
52,919
+2,976
| +6% | +$311K | 0.46% | 52 |
|
|
2020
Q2 | $4.98M | Sell |
49,943
-83,932
| -63% | -$8.37M | 0.46% | 55 |
|
|
2020
Q1 | $11.4M | Buy |
133,875
+5,948
| +5% | +$507K | 1.03% | 18 |
|
|
2019
Q4 | $15.3M | Buy |
127,927
+4,785
| +4% | +$574K | 1.1% | 18 |
|
|
2019
Q3 | $13.6M | Buy |
123,142
+6,402
| +5% | +$705K | 1.03% | 18 |
|
|
2019
Q2 | $13M | Sell |
116,740
-4,013
| -3% | -$447K | 0.98% | 21 |
|
|
2019
Q1 | $13.1M | Buy |
120,753
+54
| +0% | +$5.87K | 1.11% | 17 |
|
|
2018
Q4 | $12.2M | Buy |
+120,699
| New | +$12.2M | 1.08% | 20 |
|
|
2018
Q3 | – | Sell |
-37,722
| Closed | -$3.92M | – | 293 |
|
|
2018
Q2 | $3.92M | Buy |
37,722
+13,343
| +55% | +$1.39M | 0.69% | 39 |
|
|
2018
Q1 | $2.52M | Buy |
24,379
+578
| +2% | +$59.6K | 0.15% | 119 |
|
|
2017
Q4 | $2.53M | Buy |
+23,801
| New | +$2.53M | 0.26% | 90 |
|
|
2017
Q3 | – | Sell |
-47,639
| Closed | -$4.6M | – | 205 |
|
|
2017
Q2 | $4.6M | Buy |
+47,639
| New | +$4.6M | 0.66% | 44 |
|
|
2016
Q4 | – | Sell |
-164,575
| Closed | -$14.3M | – | 207 |
|
|
2016
Q3 | $14.3M | Buy |
+164,575
| New | +$14.3M | 2.04% | 12 |
|
|
2016
Q2 | – | Sell |
-76,805
| Closed | -$6.33M | – | 168 |
|
|
2016
Q1 | $6.33M | Buy |
76,805
+8,229
| +12% | +$678K | 2.02% | 16 |
|
|
2015
Q4 | $5.59M | Buy |
68,576
+18,712
| +38% | +$1.53M | 3.75% | 7 |
|
|
2015
Q3 | $3.83M | Buy |
+49,864
| New | +$3.83M | 1.47% | 20 |
|
|
2015
Q1 | – | Sell |
-3,606
| Closed | -$305K | – | 162 |
|
|
2014
Q4 | $305K | Buy |
+3,606
| New | +$305K | 0.14% | 116 |
|