MWAC
Mariner Wealth Advisors (Cincinnati)’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.92M | Buy |
51,681
+6,540
| +14% | +$496K | 0.22% | 81 |
|
|
2018
Q2 | $3.31M | Buy |
45,141
+7,830
| +21% | +$574K | 0.2% | 82 |
|
|
2018
Q1 | $2.75M | Buy |
37,311
+6,018
| +19% | +$443K | 0.17% | 84 |
|
|
2017
Q4 | $2.32M | Buy |
31,293
+2,326
| +8% | +$173K | 0.14% | 86 |
|
|
2017
Q3 | $2.05M | Buy |
28,967
+1,857
| +7% | +$131K | 0.13% | 95 |
|
|
2017
Q2 | $1.83M | Buy |
27,110
+3,273
| +14% | +$221K | 0.13% | 99 |
|
|
2017
Q1 | $1.56M | Buy |
23,837
+4,373
| +22% | +$285K | 0.11% | 101 |
|
|
2016
Q4 | $1.19M | Buy |
19,464
+4,794
| +33% | +$292K | 0.09% | 111 |
|
|
2016
Q3 | $893K | Buy |
14,670
+2,945
| +25% | +$179K | 0.08% | 123 |
|
|
2016
Q2 | $681K | Buy |
11,725
+2,210
| +23% | +$128K | 0.06% | 137 |
|
|
2016
Q1 | $549K | Buy |
9,515
+2,570
| +37% | +$148K | 0.05% | 143 |
|
|
2015
Q4 | $400K | Buy |
+6,945
| New | +$400K | 0.04% | 168 |
|