MWAC
Mariner Wealth Advisors (Cincinnati)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $278K | Sell |
1,485
-79
| -5% | -$14.8K | 0.02% | 254 |
|
|
2018
Q2 | $275K | Hold |
1,564
| – | – | 0.02% | 253 |
|
|
2018
Q1 | $256K | Hold |
1,564
| – | – | 0.02% | 248 |
|
|
2017
Q4 | $252K | Buy |
1,564
+134
| +9% | +$21.6K | 0.02% | 248 |
|
|
2017
Q3 | $218K | Buy |
+1,430
| New | +$218K | 0.01% | 254 |
|