Mariner Wealth Advisors (Cincinnati)’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $543K | Hold |
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|
2018
Q2 | $522K | Hold |
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|
2018
Q1 | $510K | Hold |
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|
2017
Q4 | $512K | Sell |
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|
2017
Q3 | $514K | Sell |
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|
2017
Q2 | $663K | Hold |
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|
2017
Q1 | $647K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $631K | Buy |
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|
2016
Q2 | $596K | Buy |
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|
2016
Q1 | $495K | Sell |
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|
2015
Q4 | $519K | Buy |
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