MIAN
Mariner Independent Advisor Network’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11.9M | Sell |
55,510
-5
| -0% | -$1.07K | 0.51% | 44 |
|
|
2022
Q2 | $12.9M | Sell |
55,515
-7,870
| -12% | -$1.83M | 0.55% | 37 |
|
|
2022
Q1 | $18.2M | Buy |
63,385
+21,486
| +51% | +$6.19M | 0.7% | 27 |
|
|
2021
Q4 | $13.5M | Sell |
41,899
-13,772
| -25% | -$4.45M | 0.63% | 29 |
|
|
2021
Q3 | $16.2M | Sell |
55,671
-2,283
| -4% | -$662K | 0.79% | 18 |
|
|
2021
Q2 | $16.6M | Sell |
57,954
-671
| -1% | -$192K | 0.75% | 22 |
|
|
2021
Q1 | $15.1M | Sell |
58,625
-2,305
| -4% | -$592K | 0.79% | 23 |
|
|
2020
Q4 | $15.4M | Buy |
60,930
+10,471
| +21% | +$2.65M | 0.82% | 22 |
|
|
2020
Q3 | $11.5M | Buy |
50,459
+925
| +2% | +$211K | 0.95% | 16 |
|
|
2020
Q2 | $10.1M | Sell |
49,534
-5,228
| -10% | -$1.07M | 0.93% | 20 |
|
|
2020
Q1 | $8.23M | Sell |
54,762
-1,395
| -2% | -$210K | 0.74% | 29 |
|
|
2019
Q4 | $10.2M | Sell |
56,157
-1,318
| -2% | -$240K | 0.74% | 28 |
|
|
2019
Q3 | $9.47M | Buy |
57,475
+4,118
| +8% | +$679K | 0.72% | 29 |
|
|
2019
Q2 | $8.78M | Buy |
53,357
+279
| +0.5% | +$45.9K | 0.66% | 32 |
|
|
2019
Q1 | $8.39M | Sell |
53,078
-97
| -0.2% | -$15.3K | 0.71% | 30 |
|
|
2018
Q4 | $7.42M | Buy |
+53,175
| New | +$7.42M | 0.66% | 32 |
|
|
2018
Q3 | – | Sell |
-39,536
| Closed | -$5.92M | – | 294 |
|
|
2018
Q2 | $5.92M | Buy |
39,536
+10,618
| +37% | +$1.59M | 1.05% | 21 |
|
|
2018
Q1 | $4.1M | Buy |
28,918
+703
| +2% | +$99.7K | 0.25% | 88 |
|
|
2017
Q4 | $3.97M | Buy |
+28,215
| New | +$3.97M | 0.42% | 62 |
|
|
2017
Q3 | – | Sell |
-56,921
| Closed | -$7.23M | – | 206 |
|
|
2017
Q2 | $7.23M | Buy |
+56,921
| New | +$7.23M | 1.04% | 26 |
|
|
2016
Q4 | – | Sell |
-137,115
| Closed | -$15.4M | – | 208 |
|
|
2016
Q3 | $15.4M | Buy |
+137,115
| New | +$15.4M | 2.19% | 10 |
|
|
2016
Q2 | – | Sell |
-67,710
| Closed | -$7.21M | – | 169 |
|
|
2016
Q1 | $7.21M | Buy |
67,710
+9,163
| +16% | +$975K | 2.3% | 11 |
|
|
2015
Q4 | $6.23M | Buy |
58,547
+13,625
| +30% | +$1.45M | 4.18% | 5 |
|
|
2015
Q3 | $4.51M | Buy |
+44,922
| New | +$4.51M | 1.73% | 17 |
|
|
2015
Q1 | – | Sell |
-3,829
| Closed | -$400K | – | 163 |
|
|
2014
Q4 | $400K | Buy |
+3,829
| New | +$400K | 0.19% | 98 |
|
|
2014
Q3 | – | Sell |
-2,110
| Closed | -$209K | – | 153 |
|
|
2014
Q2 | $209K | Buy |
+2,110
| New | +$209K | 0.1% | 124 |
|