BRWA
B. Riley Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
+14,758
| New | +$1.09M | 0.05% | 329 |
|
|
2024
Q4 | $7.74M | Sell |
107,582
-61,770
| -36% | -$4.44M | 0.25% | 87 |
|
|
2024
Q3 | $12.7M | Buy |
169,352
+48,179
| +40% | +$3.6M | 0.35% | 56 |
|
|
2024
Q2 | $8.73M | Buy |
121,173
+93,463
| +337% | +$6.73M | 0.22% | 91 |
|
|
2024
Q1 | $1.93M | Sell |
27,710
-44,565
| -62% | -$3.11M | 0.05% | 369 |
|
|
2023
Q4 | $5.32M | Buy |
72,275
+44,565
| +161% | +$3.28M | 0.14% | 166 |
|
|
2023
Q3 | $1.93M | Buy |
27,710
+4,262
| +18% | +$297K | 0.05% | 369 |
|
|
2023
Q2 | $1.7M | Sell |
23,448
-179
| -0.8% | -$13K | 0.04% | 414 |
|
|
2023
Q1 | $1.74M | Buy |
23,627
+3,758
| +19% | +$277K | 0.05% | 383 |
|
|
2022
Q4 | $1.43M | Sell |
19,869
-1,639
| -8% | -$118K | 0.04% | 432 |
|
|
2022
Q3 | $1.54M | Buy |
21,508
+2,831
| +15% | +$202K | 0.05% | 371 |
|
|
2022
Q2 | $1.41M | Sell |
18,677
-561
| -3% | -$42.3K | 0.06% | 321 |
|
|
2022
Q1 | $1.53M | Buy |
19,238
+1,637
| +9% | +$130K | 0.05% | 359 |
|
|
2021
Q4 | $1.49M | Buy |
17,601
+1,753
| +11% | +$149K | 0.04% | 424 |
|
|
2021
Q3 | $1.36M | Sell |
15,848
-4
| -0% | -$342 | 0.04% | 435 |
|
|
2021
Q2 | $1.36M | Buy |
15,852
+680
| +4% | +$58.5K | 0.04% | 428 |
|
|
2021
Q1 | $1.29M | Sell |
15,172
-2,531
| -14% | -$215K | 0.05% | 418 |
|
|
2020
Q4 | $1.56M | Sell |
17,703
-3,586
| -17% | -$317K | 0.08% | 239 |
|
|
2020
Q3 | $1.88M | Buy |
21,289
+1,722
| +9% | +$152K | 0.1% | 207 |
|
|
2020
Q2 | $1.73M | Sell |
19,567
-373
| -2% | -$33K | 0.12% | 190 |
|
|
2020
Q1 | $1.7M | Sell |
19,940
-1,614
| -7% | -$138K | 0.15% | 151 |
|
|
2019
Q4 | $1.81M | Sell |
21,554
-724
| -3% | -$60.7K | 0.15% | 150 |
|
|
2019
Q3 | $1.88M | Buy |
22,278
+788
| +4% | +$66.6K | 0.19% | 124 |
|
|
2019
Q2 | $1.79M | Sell |
21,490
-953
| -4% | -$79.2K | 0.2% | 107 |
|
|
2019
Q1 | $1.82M | Sell |
22,443
-4,991
| -18% | -$405K | 0.23% | 97 |
|
|
2018
Q4 | $2.18M | Sell |
27,434
-2,000
| -7% | -$159K | 0.31% | 72 |
|
|
2018
Q3 | $2.32M | Buy |
29,434
+789
| +3% | +$62.1K | 0.28% | 76 |
|
|
2018
Q2 | $2.27M | Sell |
28,645
-5,966
| -17% | -$473K | 0.3% | 73 |
|
|
2018
Q1 | $2.77M | Buy |
34,611
+6,124
| +21% | +$490K | 0.39% | 61 |
|
|
2017
Q4 | $2.33M | Buy |
28,487
+6,387
| +29% | +$521K | 0.31% | 84 |
|
|
2017
Q3 | $1.81M | Buy |
22,100
+3,367
| +18% | +$276K | 0.3% | 90 |
|
|
2017
Q2 | $1.53M | Buy |
18,733
+854
| +5% | +$69.9K | 0.28% | 104 |
|
|
2017
Q1 | $1.45M | Buy |
17,879
+4,194
| +31% | +$340K | 0.29% | 95 |
|
|
2016
Q4 | $1.11M | Buy |
13,685
+3,574
| +35% | +$289K | 0.23% | 116 |
|
|
2016
Q3 | $852K | Buy |
10,111
+1,717
| +20% | +$145K | 0.17% | 160 |
|
|
2016
Q2 | $709K | Sell |
8,394
-1,104
| -12% | -$93.2K | 0.14% | 180 |
|
|
2016
Q1 | $787K | Buy |
9,498
+3,862
| +69% | +$320K | 0.18% | 138 |
|
|
2015
Q4 | $456K | Buy |
5,636
+711
| +14% | +$57.5K | 0.09% | 269 |
|
|
2015
Q3 | $404K | Buy |
4,925
+1,321
| +37% | +$108K | 0.1% | 269 |
|
|
2015
Q2 | $294K | Buy |
+3,604
| New | +$294K | 0.07% | 339 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$3 | – | 734 |
|
|
2014
Q4 | $3 | Buy |
+40
| New | +$3 | ﹤0.01% | 3286 |
|
|
2014
Q3 | – | Sell |
-138
| Closed | -$11.3K | – | 790 |
|
|
2014
Q2 | $11.3K | Buy |
+138
| New | +$11.3K | ﹤0.01% | 1739 |
|