Mariner Wealth Advisors (Cincinnati)’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.13M | Buy |
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2018
Q2 | $774K | Buy |
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|
2018
Q1 | $729K | Sell |
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|
2017
Q4 | $786K | Buy |
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|
2017
Q3 | $673K | Buy |
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|
2017
Q2 | $476K | Buy |
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|
2017
Q1 | $462K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $366K | Buy |
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|
2016
Q2 | $336K | Buy |
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|
2016
Q1 | $318K | Buy |
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|
2015
Q4 | $310K | Buy |
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