MIAN
Mariner Independent Advisor Network’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $4.69M | Buy |
28,653
+152
| +0.5% | +$24.9K | 0.2% | 127 |
|
2022
Q2 | $5.02M | Buy |
28,501
+478
| +2% | +$84.2K | 0.21% | 116 |
|
2022
Q1 | $5.84M | Buy |
28,023
+2,340
| +9% | +$487K | 0.22% | 112 |
|
2021
Q4 | $5.69M | Buy |
25,683
+13,074
| +104% | +$2.9M | 0.27% | 91 |
|
2021
Q3 | $2.53M | Buy |
12,609
+50
| +0.4% | +$10K | 0.12% | 187 |
|
2021
Q2 | $2.52M | Buy |
12,559
+811
| +7% | +$163K | 0.11% | 202 |
|
2021
Q1 | $2.18M | Buy |
11,748
+1,700
| +17% | +$315K | 0.11% | 184 |
|
2020
Q4 | $1.77M | Buy |
+10,048
| New | +$1.77M | 0.09% | 221 |
|