Mariner Wealth Advisors (Cincinnati)’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.93M | Buy |
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2018
Q2 | $1.96M | Buy |
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|
2018
Q1 | $1.74M | Sell |
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|
2017
Q4 | $2M | Buy |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $976K | Sell |
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|
2017
Q1 | $966K | Buy |
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|
2016
Q4 | $661K | Sell |
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|
2016
Q3 | $665K | Sell |
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|
2016
Q2 | $853K | Buy |
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|
2016
Q1 | $682K | Sell |
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|
2015
Q4 | $711K | Buy |
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