Mariner Wealth Advisors (Cincinnati)’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
$232K Buy
+1,668
New +$232K 0.01% 270
2018
Q2
Sell
-1,773
Closed -$229K 307
2018
Q1
$229K Buy
1,773
+150
+9% +$19.4K 0.01% 260
2017
Q4
$216K Buy
+1,623
New +$216K 0.01% 263