B. Riley Wealth Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,155
| Closed | -$214K | – | 1350 |
|
|
2024
Q2 | $214K | Sell |
2,155
-351
| -14% | -$34.9K | 0.01% | 1205 |
|
|
2024
Q1 | $212K | Sell |
2,506
-475
| -16% | -$40.3K | 0.01% | 1241 |
|
|
2023
Q4 | $280K | Buy |
2,981
+475
| +19% | +$44.6K | 0.01% | 1088 |
|
|
2023
Q3 | $212K | Sell |
2,506
-637
| -20% | -$54K | 0.01% | 1241 |
|
|
2023
Q2 | $279K | Sell |
3,143
-100
| -3% | -$8.88K | 0.01% | 1160 |
|
|
2023
Q1 | $275K | Buy |
3,243
+643
| +25% | +$54.4K | 0.01% | 1119 |
|
|
2022
Q4 | $213K | Buy |
+2,600
| New | +$213K | 0.01% | 1222 |
|