MWAC
Mariner Wealth Advisors (Cincinnati)’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $614K | Buy |
3,813
+200
| +6% | +$32.2K | 0.03% | 171 |
|
|
2018
Q2 | $541K | Hold |
3,613
| – | – | 0.03% | 179 |
|
|
2018
Q1 | $513K | Sell |
3,613
-943
| -21% | -$134K | 0.03% | 184 |
|
|
2017
Q4 | $641K | Buy |
4,556
+224
| +5% | +$31.5K | 0.04% | 154 |
|
|
2017
Q3 | $575K | Buy |
4,332
+993
| +30% | +$132K | 0.04% | 154 |
|
|
2017
Q2 | $424K | Buy |
3,339
+119
| +4% | +$15.1K | 0.03% | 184 |
|
|
2017
Q1 | $392K | Buy |
+3,220
| New | +$392K | 0.03% | 193 |
|
|
2016
Q1 | – | Sell |
-3,221
| Closed | -$343K | – | 253 |
|
|
2015
Q4 | $343K | Buy |
+3,221
| New | +$343K | 0.03% | 178 |
|