B. Riley Financial’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-15,468
Closed -$415K 199
2018
Q3
$415K Sell
15,468
-142,752
-90% -$3.73M 0.12% 131
2018
Q2
$4.05M Buy
158,220
+300
+0.2% +$7.36K 1.06% 16
2018
Q1
$3.73M Sell
157,920
-54,390
-26% -$1.33M 1.04% 19
2017
Q4
$4.98M Sell
212,310
-50,166
-19% -$1.15M 1.3% 15
2017
Q3
$5.81M Buy
262,476
+247,008
+1,597% +$5.37M 1.58% 10
2017
Q2
$328K Hold
15,468
0.09% 173
2017
Q1
$314K Hold
15,468
0.16% 119
2016
Q4
$287K Buy
15,468
+456
+3% +$8.43K 0.19% 87
2016
Q3
$281K Hold
15,012
0.18% 81
2016
Q2
$268K Hold
15,012
0.15% 84
2016
Q1
$266K Hold
15,012
0.2% 76
2015
Q4
$266K Buy
+15,012
New +$269K 0.19% 89

Other funds holding VUG

B. Riley Financial's VUG Position: Q4 2018 in Review

B. Riley Financial sold out of Vanguard Growth ETF (VUG) in Q4 2018, closing a stake of 15,468 shares — an estimated $415K sold.

B. Riley Financial first reported a position in VUG in Q4 2015 and held it in 12 quarters. The position peaked at $5.81M in Q3 2017. 833 funds tracked by Wall St. Rank hold VUG as of Q4 2018.

  • B. Riley Financial reported no remaining Vanguard Growth ETF position as of Q4 2018 after selling out during the quarter.
  • B. Riley Financial sold 15,468 Vanguard Growth ETF shares in Q4 2018, an estimated $415K.
  • B. Riley Financial first reported a position in Vanguard Growth ETF in Q4 2015 and held it in 12 quarters.
  • B. Riley Financial's Vanguard Growth ETF position peaked at $5.81M in Q3 2017.
  • 833 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.