BRWA
B. Riley Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Buy |
+27,365
| New | +$1.9M | 0.09% | 213 |
|
|
2024
Q4 | $6.39M | Sell |
93,422
-13,470
| -13% | -$922K | 0.21% | 109 |
|
|
2024
Q3 | $7.98M | Buy |
106,892
+9,982
| +10% | +$745K | 0.22% | 98 |
|
|
2024
Q2 | $6.81M | Sell |
96,910
-10,989
| -10% | -$772K | 0.17% | 123 |
|
|
2024
Q1 | $7.24M | Buy |
107,899
+13,801
| +15% | +$925K | 0.2% | 112 |
|
|
2023
Q4 | $7.02M | Sell |
94,098
-13,801
| -13% | -$1.03M | 0.19% | 118 |
|
|
2023
Q3 | $7.24M | Buy |
107,899
+6,786
| +7% | +$455K | 0.2% | 112 |
|
|
2023
Q2 | $7.58M | Sell |
101,113
-434
| -0.4% | -$32.5K | 0.17% | 124 |
|
|
2023
Q1 | $7.78M | Buy |
101,547
+4,671
| +5% | +$358K | 0.21% | 108 |
|
|
2022
Q4 | $7.02M | Buy |
96,876
+4,149
| +4% | +$301K | 0.2% | 118 |
|
|
2022
Q3 | $6.67M | Buy |
92,727
+6,297
| +7% | +$453K | 0.2% | 106 |
|
|
2022
Q2 | $6.89M | Buy |
86,430
+146
| +0.2% | +$11.6K | 0.29% | 78 |
|
|
2022
Q1 | $7.91M | Buy |
86,284
+6,917
| +9% | +$634K | 0.26% | 78 |
|
|
2021
Q4 | $8.17M | Buy |
79,367
+2,764
| +4% | +$285K | 0.24% | 91 |
|
|
2021
Q3 | $7.84M | Buy |
76,603
+5,460
| +8% | +$559K | 0.25% | 84 |
|
|
2021
Q2 | $7.33M | Buy |
71,143
+3,343
| +5% | +$344K | 0.24% | 91 |
|
|
2021
Q1 | $6.66M | Sell |
67,800
-6,374
| -9% | -$626K | 0.24% | 96 |
|
|
2020
Q4 | $8.13M | Sell |
74,174
-7,866
| -10% | -$862K | 0.44% | 51 |
|
|
2020
Q3 | $9.18M | Buy |
82,040
+4,157
| +5% | +$465K | 0.49% | 44 |
|
|
2020
Q2 | $8.7M | Buy |
77,883
+2,116
| +3% | +$236K | 0.58% | 33 |
|
|
2020
Q1 | $8.09M | Buy |
75,767
+5,110
| +7% | +$545K | 0.69% | 28 |
|
|
2019
Q4 | $7.09M | Buy |
70,657
+7,956
| +13% | +$798K | 0.6% | 33 |
|
|
2019
Q3 | $6.44M | Buy |
62,701
+2,556
| +4% | +$262K | 0.63% | 28 |
|
|
2019
Q2 | $5.84M | Buy |
60,145
+5,398
| +10% | +$524K | 0.64% | 34 |
|
|
2019
Q1 | $5.05M | Buy |
54,747
+625
| +1% | +$57.6K | 0.63% | 30 |
|
|
2018
Q4 | $4.74M | Sell |
54,122
-2,513
| -4% | -$220K | 0.67% | 31 |
|
|
2018
Q3 | $4.95M | Buy |
56,635
+5,253
| +10% | +$459K | 0.59% | 35 |
|
|
2018
Q2 | $4.56M | Buy |
51,382
+1,786
| +4% | +$158K | 0.6% | 35 |
|
|
2018
Q1 | $4.51M | Buy |
49,596
+3,933
| +9% | +$358K | 0.63% | 28 |
|
|
2017
Q4 | $4.34M | Buy |
45,663
+6,549
| +17% | +$623K | 0.59% | 34 |
|
|
2017
Q3 | $3.67M | Buy |
39,114
+5,902
| +18% | +$553K | 0.61% | 38 |
|
|
2017
Q2 | $3.1M | Sell |
33,212
-92
| -0.3% | -$8.57K | 0.56% | 40 |
|
|
2017
Q1 | $3M | Buy |
33,304
+628
| +2% | +$56.6K | 0.6% | 39 |
|
|
2016
Q4 | $2.91M | Buy |
32,676
+71
| +0.2% | +$6.33K | 0.59% | 40 |
|
|
2016
Q3 | $3.22M | Buy |
32,605
+2,140
| +7% | +$211K | 0.63% | 28 |
|
|
2016
Q2 | $2.99M | Buy |
30,465
+3,696
| +14% | +$363K | 0.6% | 33 |
|
|
2016
Q1 | $2.49M | Sell |
26,769
-1,057
| -4% | -$98.3K | 0.58% | 39 |
|
|
2015
Q4 | $2.42M | Buy |
27,826
+25,418
| +1,056% | +$2.21M | 0.49% | 44 |
|
|
2015
Q3 | $216K | Buy |
+2,408
| New | +$216K | 0.05% | 450 |
|
|
2015
Q1 | – | Sell |
-43
| Closed | -$4 | – | 728 |
|
|
2014
Q4 | $4 | Buy |
+43
| New | +$4 | ﹤0.01% | 3197 |
|