Mariner Wealth Advisors (Cincinnati)’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$346K Sell
2018
Q2
$367K Buy
2018
Q1
Sell
2017
Q4
$200K Buy