Mariner Wealth Advisors (Cincinnati)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $543K | Hold |
3,309
| – | – | 0.03% | 189 |
|
|
2018
Q2 | $522K | Hold |
3,309
| – | – | 0.03% | 186 |
|
|
2018
Q1 | $510K | Hold |
3,309
| – | – | 0.03% | 186 |
|
|
2017
Q4 | $512K | Sell |
3,309
-191
| -5% | -$29.6K | 0.03% | 177 |
|
|
2017
Q3 | $514K | Sell |
3,500
-1,149
| -25% | -$169K | 0.03% | 169 |
|
|
2017
Q2 | $663K | Hold |
4,649
| – | – | 0.05% | 142 |
|
|
2017
Q1 | $647K | Buy |
+4,649
| New | +$647K | 0.05% | 146 |
|
|
2016
Q4 | – | Sell |
-4,874
| Closed | -$631K | – | 258 |
|
|
2016
Q3 | $631K | Buy |
4,874
+54
| +1% | +$6.99K | 0.05% | 144 |
|
|
2016
Q2 | $596K | Buy |
4,820
+735
| +18% | +$90.9K | 0.05% | 146 |
|
|
2016
Q1 | $495K | Sell |
4,085
-232
| -5% | -$28.1K | 0.05% | 154 |
|
|
2015
Q4 | $519K | Buy |
+4,317
| New | +$519K | 0.05% | 144 |
|