MWAM
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Mariner Wealth Advisors (Madison)’s Vanguard Real Estate ETF VNQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2013
Q3
$31.6M Buy
477,626
+14,465
+3% +$957K 12.72% 1
2013
Q2
$31.8M Buy
+463,161
New +$31.8M 14.15% 1