BRWA
B. Riley Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
+26,770
| New | +$2.07M | 0.1% | 195 |
|
|
2024
Q4 | $4.38M | Sell |
58,633
-8,631
| -13% | -$645K | 0.14% | 155 |
|
|
2024
Q3 | $5.25M | Sell |
67,264
-2,288
| -3% | -$179K | 0.15% | 155 |
|
|
2024
Q2 | $5.21M | Sell |
69,552
-34,961
| -33% | -$2.62M | 0.13% | 159 |
|
|
2024
Q1 | $7.56M | Buy |
104,513
+20,566
| +24% | +$1.49M | 0.2% | 107 |
|
|
2023
Q4 | $6.41M | Sell |
83,947
-20,566
| -20% | -$1.57M | 0.17% | 129 |
|
|
2023
Q3 | $7.56M | Buy |
104,513
+1,203
| +1% | +$87K | 0.2% | 107 |
|
|
2023
Q2 | $7.77M | Sell |
103,310
-6,642
| -6% | -$500K | 0.17% | 122 |
|
|
2023
Q1 | $8.44M | Buy |
109,952
+3,637
| +3% | +$279K | 0.22% | 96 |
|
|
2022
Q4 | $7.9M | Buy |
106,315
+7,522
| +8% | +$559K | 0.22% | 100 |
|
|
2022
Q3 | $7.26M | Buy |
98,793
+9,375
| +10% | +$689K | 0.22% | 96 |
|
|
2022
Q2 | $6.94M | Sell |
89,418
-443
| -0.5% | -$34.4K | 0.29% | 77 |
|
|
2022
Q1 | $7.36M | Buy |
89,861
+6,453
| +8% | +$529K | 0.24% | 88 |
|
|
2021
Q4 | $7.31M | Buy |
83,408
+2,067
| +3% | +$181K | 0.21% | 103 |
|
|
2021
Q3 | $7.28M | Buy |
81,341
+4,394
| +6% | +$393K | 0.23% | 93 |
|
|
2021
Q2 | $6.92M | Buy |
76,947
+6,246
| +9% | +$562K | 0.22% | 100 |
|
|
2021
Q1 | $6.27M | Sell |
70,701
-11,448
| -14% | -$1.02M | 0.22% | 101 |
|
|
2020
Q4 | $7.63M | Sell |
82,149
-94,787
| -54% | -$8.8M | 0.41% | 56 |
|
|
2020
Q3 | $16.5M | Buy |
176,936
+9,780
| +6% | +$914K | 0.88% | 18 |
|
|
2020
Q2 | $15.6M | Buy |
167,156
+21,167
| +14% | +$1.97M | 1.04% | 15 |
|
|
2020
Q1 | $13M | Buy |
145,989
+66,254
| +83% | +$5.92M | 1.11% | 14 |
|
|
2019
Q4 | $6.96M | Buy |
79,735
+3,950
| +5% | +$345K | 0.59% | 35 |
|
|
2019
Q3 | $6.67M | Buy |
75,785
+3,617
| +5% | +$318K | 0.66% | 25 |
|
|
2019
Q2 | $6.24M | Buy |
72,168
+5,834
| +9% | +$505K | 0.68% | 29 |
|
|
2019
Q1 | $5.57M | Sell |
66,334
-1,008
| -1% | -$84.6K | 0.7% | 28 |
|
|
2018
Q4 | $5.48M | Sell |
67,342
-3,973
| -6% | -$323K | 0.78% | 22 |
|
|
2018
Q3 | $5.74M | Buy |
71,315
+6,342
| +10% | +$511K | 0.68% | 24 |
|
|
2018
Q2 | $5.26M | Buy |
64,973
+3,121
| +5% | +$253K | 0.7% | 25 |
|
|
2018
Q1 | $5.06M | Sell |
61,852
-4,906
| -7% | -$401K | 0.71% | 21 |
|
|
2017
Q4 | $5.6M | Buy |
66,758
+751
| +1% | +$63K | 0.76% | 20 |
|
|
2017
Q3 | $5.59M | Sell |
66,007
-15,338
| -19% | -$1.3M | 0.93% | 20 |
|
|
2017
Q2 | $6.88M | Buy |
81,345
+538
| +0.7% | +$45.5K | 1.25% | 8 |
|
|
2017
Q1 | $6.76M | Buy |
80,807
+1,511
| +2% | +$126K | 1.35% | 6 |
|
|
2016
Q4 | $6.59M | Sell |
79,296
-2,079
| -3% | -$173K | 1.34% | 6 |
|
|
2016
Q3 | $5.32M | Buy |
81,375
+24,675
| +44% | +$1.61M | 1.04% | 7 |
|
|
2016
Q2 | $4.22M | Buy |
56,700
+19,992
| +54% | +$1.49M | 0.85% | 14 |
|
|
2016
Q1 | $3.17M | Sell |
36,708
-3,501
| -9% | -$302K | 0.73% | 25 |
|
|
2015
Q4 | $3.34M | Buy |
40,209
+34,552
| +611% | +$2.87M | 0.68% | 25 |
|
|
2015
Q3 | $481K | Buy |
5,657
+2,585
| +84% | +$220K | 0.12% | 239 |
|
|
2015
Q2 | $259K | Sell |
3,072
-3,501
| -53% | -$295K | 0.06% | 376 |
|
|
2015
Q1 | $567K | Sell |
6,573
-2,239
| -25% | -$193K | 0.14% | 193 |
|
|
2014
Q4 | $4.21K | Buy |
+8,812
| New | +$4.21K | 0.09% | 285 |
|
|
2014
Q3 | – | Sell |
-2,346
| Closed | -$199K | – | 777 |
|
|
2014
Q2 | $199K | Buy |
2,346
+142
| +6% | +$12K | 0.05% | 454 |
|
|
2014
Q1 | $184K | Sell |
2,204
-350
| -14% | -$29.2K | 0.06% | 417 |
|
|
2013
Q4 | $209K | Sell |
2,554
-350
| -12% | -$28.6K | 0.07% | 330 |
|
|
2013
Q3 | $242K | Sell |
2,904
-96
| -3% | -$8K | 0.08% | 275 |
|
|
2013
Q2 | $250K | Buy |
+3,000
| New | +$250K | 0.08% | 267 |
|