BRWA
B. Riley Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
+53,416
| New | +$4.2M | 0.2% | 105 |
|
|
2024
Q4 | $7.1M | Sell |
91,826
-13,957
| -13% | -$1.08M | 0.23% | 96 |
|
|
2024
Q3 | $8.3M | Sell |
105,783
-4,551
| -4% | -$357K | 0.23% | 91 |
|
|
2024
Q2 | $8.46M | Sell |
110,334
-48,688
| -31% | -$3.73M | 0.22% | 95 |
|
|
2024
Q1 | $12M | Buy |
159,022
+37,997
| +31% | +$2.86M | 0.32% | 62 |
|
|
2023
Q4 | $9.32M | Sell |
121,025
-37,997
| -24% | -$2.93M | 0.25% | 79 |
|
|
2023
Q3 | $12M | Buy |
159,022
+2,414
| +2% | +$181K | 0.32% | 62 |
|
|
2023
Q2 | $11.8M | Sell |
156,608
-17,494
| -10% | -$1.32M | 0.27% | 81 |
|
|
2023
Q1 | $13.3M | Sell |
174,102
-4,609
| -3% | -$353K | 0.35% | 58 |
|
|
2022
Q4 | $13.5M | Buy |
178,711
+6,678
| +4% | +$503K | 0.38% | 57 |
|
|
2022
Q3 | $12.9M | Sell |
172,033
-2,631
| -2% | -$197K | 0.39% | 54 |
|
|
2022
Q2 | $13.4M | Buy |
174,664
+1,395
| +0.8% | +$107K | 0.56% | 28 |
|
|
2022
Q1 | $13.5M | Buy |
173,269
+6,918
| +4% | +$539K | 0.44% | 42 |
|
|
2021
Q4 | $13.4M | Sell |
166,351
-5,386
| -3% | -$435K | 0.39% | 49 |
|
|
2021
Q3 | $14.1M | Buy |
171,737
+13,989
| +9% | +$1.15M | 0.45% | 39 |
|
|
2021
Q2 | $13M | Buy |
157,748
+10,824
| +7% | +$889K | 0.42% | 43 |
|
|
2021
Q1 | $12.1M | Sell |
146,924
-28,040
| -16% | -$2.3M | 0.43% | 41 |
|
|
2020
Q4 | $14.5M | Sell |
174,964
-24,286
| -12% | -$2.01M | 0.78% | 18 |
|
|
2020
Q3 | $16.5M | Buy |
199,250
+7,976
| +4% | +$662K | 0.88% | 17 |
|
|
2020
Q2 | $15.9M | Buy |
191,274
+12,126
| +7% | +$1.01M | 1.06% | 14 |
|
|
2020
Q1 | $14.7M | Buy |
179,148
+4,708
| +3% | +$387K | 1.26% | 11 |
|
|
2019
Q4 | $14.1M | Buy |
174,440
+14,123
| +9% | +$1.14M | 1.2% | 11 |
|
|
2019
Q3 | $13M | Buy |
160,317
+3,555
| +2% | +$287K | 1.28% | 11 |
|
|
2019
Q2 | $12.6M | Buy |
156,762
+9,527
| +6% | +$767K | 1.38% | 9 |
|
|
2019
Q1 | $11.7M | Buy |
147,235
+3,801
| +3% | +$303K | 1.46% | 9 |
|
|
2018
Q4 | $11.3M | Sell |
143,434
-9,136
| -6% | -$718K | 1.6% | 7 |
|
|
2018
Q3 | $11.9M | Buy |
152,570
+8,831
| +6% | +$689K | 1.42% | 8 |
|
|
2018
Q2 | $11.2M | Buy |
143,739
+5,391
| +4% | +$422K | 1.49% | 6 |
|
|
2018
Q1 | $10.9M | Buy |
138,348
+2,132
| +2% | +$167K | 1.52% | 7 |
|
|
2017
Q4 | $10.8M | Buy |
136,216
+15,763
| +13% | +$1.25M | 1.46% | 5 |
|
|
2017
Q3 | $9.62M | Buy |
120,453
+16,615
| +16% | +$1.33M | 1.6% | 3 |
|
|
2017
Q2 | $8.29M | Buy |
103,838
+2,106
| +2% | +$168K | 1.5% | 5 |
|
|
2017
Q1 | $8.11M | Buy |
101,732
+6,425
| +7% | +$512K | 1.62% | 4 |
|
|
2016
Q4 | $7.57M | Sell |
95,307
-6,764
| -7% | -$538K | 1.54% | 5 |
|
|
2016
Q3 | $7.65M | Buy |
102,071
+17,998
| +21% | +$1.35M | 1.5% | 5 |
|
|
2016
Q2 | $6.82M | Buy |
84,073
+9,055
| +12% | +$735K | 1.37% | 6 |
|
|
2016
Q1 | $6.05M | Sell |
75,018
-5,649
| -7% | -$456K | 1.4% | 5 |
|
|
2015
Q4 | $6.42M | Buy |
80,667
+64,374
| +395% | +$5.12M | 1.3% | 6 |
|
|
2015
Q3 | $1.31M | Buy |
16,293
+7,132
| +78% | +$574K | 0.31% | 78 |
|
|
2015
Q2 | $738K | Sell |
9,161
-465
| -5% | -$37.5K | 0.18% | 152 |
|
|
2015
Q1 | $775K | Buy |
9,626
+613
| +7% | +$49.4K | 0.19% | 143 |
|
|
2014
Q4 | $721 | Buy |
9,013
+1,502
| +20% | +$120 | 0.02% | 825 |
|
|
2014
Q3 | $602K | Sell |
7,511
-7,606
| -50% | -$610K | 0.16% | 172 |
|
|
2014
Q2 | $609K | Buy |
15,117
+7,558
| +100% | +$304K | 0.14% | 162 |
|
|
2014
Q1 | $605K | Buy |
7,559
+40
| +0.5% | +$3.2K | 0.18% | 133 |
|
|
2013
Q4 | $601K | Buy |
+7,519
| New | +$601K | 0.19% | 127 |
|