MWAC
Mariner Wealth Advisors (Cincinnati)’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.93M | Buy |
19,577
+5,649
| +41% | +$845K | 0.16% | 94 |
|
|
2018
Q2 | $1.96M | Buy |
13,928
+1,093
| +9% | +$153K | 0.12% | 105 |
|
|
2018
Q1 | $1.74M | Sell |
12,835
-1,738
| -12% | -$236K | 0.11% | 104 |
|
|
2017
Q4 | $2M | Buy |
14,573
+3,834
| +36% | +$526K | 0.12% | 91 |
|
|
2017
Q3 | $1.39M | Buy |
10,739
+2,893
| +37% | +$375K | 0.09% | 109 |
|
|
2017
Q2 | $976K | Sell |
7,846
-115
| -1% | -$14.3K | 0.07% | 125 |
|
|
2017
Q1 | $966K | Buy |
7,961
+2,228
| +39% | +$270K | 0.07% | 122 |
|
|
2016
Q4 | $661K | Sell |
5,733
-243
| -4% | -$28K | 0.05% | 141 |
|
|
2016
Q3 | $665K | Sell |
5,976
-1,982
| -25% | -$221K | 0.06% | 138 |
|
|
2016
Q2 | $853K | Buy |
7,958
+1,447
| +22% | +$155K | 0.08% | 126 |
|
|
2016
Q1 | $682K | Sell |
6,511
-303
| -4% | -$31.7K | 0.07% | 129 |
|
|
2015
Q4 | $711K | Buy |
+6,814
| New | +$711K | 0.07% | 128 |
|