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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$346K Sell
1,296
-176
-12% -$47K 0.02% 232
2018
Q2
$367K Buy
+1,472
New +$367K 0.02% 224
2018
Q1
Sell
-817
Closed -$200K 291
2017
Q4
$200K Buy
+817
New +$200K 0.01% 272