Mariner Wealth Advisors (Cincinnati)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $966K | Sell |
23,559
-1,411
| -6% | -$57.9K | 0.05% | 143 |
|
2018
Q2 | $1.05M | Sell |
24,970
-65
| -0.3% | -$2.74K | 0.06% | 131 |
|
2018
Q1 | $1.18M | Sell |
25,035
-2,613
| -9% | -$123K | 0.07% | 119 |
|
2017
Q4 | $1.27M | Buy |
27,648
+4,491
| +19% | +$206K | 0.08% | 112 |
|
2017
Q3 | $1.01M | Buy |
23,157
+2,723
| +13% | +$119K | 0.07% | 125 |
|
2017
Q2 | $834K | Buy |
20,434
+1,099
| +6% | +$44.9K | 0.06% | 135 |
|
2017
Q1 | $768K | Buy |
+19,335
| New | +$768K | 0.06% | 134 |
|
2016
Q4 | – | Sell |
-13,000
| Closed | -$489K | – | 260 |
|
2016
Q3 | $489K | Buy |
13,000
+384
| +3% | +$14.4K | 0.04% | 163 |
|
2016
Q2 | $444K | Sell |
12,616
-761
| -6% | -$26.8K | 0.04% | 168 |
|
2016
Q1 | $463K | Sell |
13,377
-1,164
| -8% | -$40.3K | 0.05% | 161 |
|
2015
Q4 | $476K | Buy |
+14,541
| New | +$476K | 0.05% | 153 |
|