B. Riley Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,155
Closed -$214K 1350
2024
Q2
$214K Sell
2,155
-351
-14% -$35K 0.01% 1205
2024
Q1
$212K Sell
2,506
-475
-16% -$45.6K 0.01% 1241
2023
Q4
$280K Buy
2,981
+475
+19% +$40.8K 0.01% 1088
2023
Q3
$212K Sell
2,506
-637
-20% -$56.5K 0.01% 1241
2023
Q2
$279K Sell
3,143
-100
-3% -$8.42K 0.01% 1160
2023
Q1
$275K Buy
3,243
+643
+25% +$55.4K 0.01% 1119
2022
Q4
$213K Buy
+2,600
New +$213K 0.01% 1222

Other funds holding IVOO

B. Riley Wealth Advisors's IVOO Position: Q3 2024 in Review

B. Riley Wealth Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2024, closing a stake of 2,155 shares — an estimated $214K sold.

B. Riley Wealth Advisors first reported a position in IVOO in Q4 2022 and held it in 7 quarters. The position peaked at $280K in Q4 2023. 249 funds tracked by Wall St. Rank hold IVOO as of Q3 2024.

  • B. Riley Wealth Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q3 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,155 Vanguard S&P Mid-Cap 400 ETF shares in Q3 2024, an estimated $214K.
  • B. Riley Wealth Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2022 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $280K in Q4 2023.
  • 249 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2024, filed 13 Dec 2024.