MIAN
Mariner Independent Advisor Network’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $15.5M | Buy |
163,754
+2,763
| +2% | +$262K | 0.67% | 32 |
|
|
2022
Q2 | $16.5M | Buy |
160,991
+26,987
| +20% | +$2.76M | 0.69% | 26 |
|
|
2022
Q1 | $15M | Buy |
134,004
+49,212
| +58% | +$5.51M | 0.58% | 37 |
|
|
2021
Q4 | $9.54M | Sell |
84,792
-29,765
| -26% | -$3.35M | 0.45% | 52 |
|
|
2021
Q3 | $11.8M | Buy |
114,557
+8,711
| +8% | +$900K | 0.58% | 31 |
|
|
2021
Q2 | $11.1M | Buy |
105,846
+10,656
| +11% | +$1.12M | 0.5% | 35 |
|
|
2021
Q1 | $9.62M | Buy |
95,190
+12,708
| +15% | +$1.28M | 0.5% | 40 |
|
|
2020
Q4 | $7.55M | Buy |
82,482
+2,806
| +4% | +$257K | 0.4% | 56 |
|
|
2020
Q3 | $6.45M | Buy |
79,676
+6,391
| +9% | +$517K | 0.53% | 43 |
|
|
2020
Q2 | $5.77M | Sell |
73,285
-10,096
| -12% | -$795K | 0.53% | 43 |
|
|
2020
Q1 | $5.69M | Buy |
83,381
+2,159
| +3% | +$147K | 0.51% | 49 |
|
|
2019
Q4 | $7.61M | Buy |
81,222
+7,800
| +11% | +$731K | 0.55% | 41 |
|
|
2019
Q3 | $6.43M | Buy |
73,422
+2,484
| +4% | +$218K | 0.49% | 53 |
|
|
2019
Q2 | $6.22M | Buy |
70,938
+2,592
| +4% | +$227K | 0.47% | 50 |
|
|
2019
Q1 | $5.9M | Buy |
68,346
+7,886
| +13% | +$681K | 0.5% | 46 |
|
|
2018
Q4 | $4.85M | Buy |
+60,460
| New | +$4.85M | 0.43% | 56 |
|
|
2018
Q3 | – | Sell |
-42,183
| Closed | -$3.5M | – | 296 |
|
|
2018
Q2 | $3.5M | Sell |
42,183
-2,068
| -5% | -$172K | 0.62% | 44 |
|
|
2018
Q1 | $3.65M | Buy |
44,251
+27,561
| +165% | +$2.27M | 0.22% | 95 |
|
|
2017
Q4 | $1.43M | Buy |
+16,690
| New | +$1.43M | 0.15% | 150 |
|
|
2017
Q1 | – | Sell |
-31,571
| Closed | -$2.39M | – | 354 |
|
|
2016
Q4 | $2.39M | Buy |
+31,571
| New | +$2.39M | 0.39% | 63 |
|
|
2016
Q3 | – | Sell |
-17,850
| Closed | -$1.28M | – | 198 |
|
|
2016
Q2 | $1.28M | Buy |
+17,850
| New | +$1.28M | 0.24% | 90 |
|
|
2016
Q1 | – | Sell |
-22,144
| Closed | -$1.48M | – | 133 |
|
|
2015
Q4 | $1.48M | Buy |
22,144
+4,937
| +29% | +$330K | 0.99% | 30 |
|
|
2015
Q3 | $1.08M | Sell |
17,207
-1,872
| -10% | -$117K | 0.41% | 70 |
|
|
2015
Q2 | $1.28M | Buy |
+19,079
| New | +$1.28M | 0.63% | 52 |
|
|
2015
Q1 | – | Sell |
-4,661
| Closed | -$320K | – | 165 |
|
|
2014
Q4 | $320K | Buy |
+4,661
| New | +$320K | 0.15% | 111 |
|