MWAC
Mariner Wealth Advisors (Cincinnati)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.48M | Sell |
57,321
-2,214
| -4% | -$95.8K | 0.14% | 102 |
|
|
2018
Q2 | $2.55M | Sell |
59,535
-551
| -0.9% | -$23.6K | 0.15% | 90 |
|
|
2018
Q1 | $2.66M | Sell |
60,086
-840
| -1% | -$37.2K | 0.16% | 87 |
|
|
2017
Q4 | $2.73M | Buy |
60,926
+8,604
| +16% | +$386K | 0.17% | 81 |
|
|
2017
Q3 | $2.27M | Buy |
52,322
+15,012
| +40% | +$652K | 0.15% | 89 |
|
|
2017
Q2 | $1.54M | Sell |
37,310
-398
| -1% | -$16.4K | 0.11% | 104 |
|
|
2017
Q1 | $1.48M | Buy |
37,708
+14,395
| +62% | +$566K | 0.11% | 104 |
|
|
2016
Q4 | $852K | Buy |
23,313
+3,234
| +16% | +$118K | 0.07% | 126 |
|
|
2016
Q3 | $751K | Buy |
20,079
+351
| +2% | +$13.1K | 0.06% | 131 |
|
|
2016
Q2 | $698K | Buy |
19,728
+955
| +5% | +$33.8K | 0.06% | 135 |
|
|
2016
Q1 | $674K | Buy |
18,773
+4,687
| +33% | +$168K | 0.07% | 132 |
|
|
2015
Q4 | $517K | Buy |
+14,086
| New | +$517K | 0.05% | 147 |
|