BRWA
B. Riley Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
+18,306
| New | +$4.34M | 0.2% | 101 |
|
|
2024
Q4 | $12.4M | Sell |
51,640
-5,620
| -10% | -$1.35M | 0.41% | 43 |
|
|
2024
Q3 | $13.5M | Buy |
57,260
+2,418
| +4% | +$571K | 0.38% | 50 |
|
|
2024
Q2 | $12M | Sell |
54,842
-21,806
| -28% | -$4.77M | 0.31% | 64 |
|
|
2024
Q1 | $14.5M | Buy |
76,648
+19,467
| +34% | +$3.68M | 0.39% | 49 |
|
|
2023
Q4 | $12.2M | Sell |
57,181
-19,467
| -25% | -$4.15M | 0.33% | 57 |
|
|
2023
Q3 | $14.5M | Buy |
76,648
+9,604
| +14% | +$1.82M | 0.39% | 49 |
|
|
2023
Q2 | $13.3M | Sell |
67,044
-9,843
| -13% | -$1.96M | 0.3% | 69 |
|
|
2023
Q1 | $14.6M | Buy |
76,887
+5,096
| +7% | +$966K | 0.39% | 52 |
|
|
2022
Q4 | $13.2M | Buy |
71,791
+11,514
| +19% | +$2.11M | 0.37% | 60 |
|
|
2022
Q3 | $10.3M | Buy |
60,277
+32,369
| +116% | +$5.53M | 0.31% | 72 |
|
|
2022
Q2 | $4.92M | Sell |
27,908
-88
| -0.3% | -$15.5K | 0.21% | 109 |
|
|
2022
Q1 | $5.95M | Sell |
27,996
-14,374
| -34% | -$3.06M | 0.19% | 114 |
|
|
2021
Q4 | $9.58M | Sell |
42,370
-792
| -2% | -$179K | 0.28% | 76 |
|
|
2021
Q3 | $9.45M | Buy |
43,162
+1,101
| +3% | +$241K | 0.3% | 69 |
|
|
2021
Q2 | $9.46M | Buy |
42,061
+3,439
| +9% | +$774K | 0.31% | 69 |
|
|
2021
Q1 | $8.25M | Buy |
38,622
+1,422
| +4% | +$304K | 0.29% | 73 |
|
|
2020
Q4 | $7.24M | Sell |
37,200
-45,652
| -55% | -$8.89M | 0.39% | 62 |
|
|
2020
Q3 | $12.7M | Buy |
82,852
+10,978
| +15% | +$1.68M | 0.67% | 29 |
|
|
2020
Q2 | $10.5M | Sell |
71,874
-2,283
| -3% | -$333K | 0.7% | 23 |
|
|
2020
Q1 | $8.56M | Buy |
74,157
+45,091
| +155% | +$5.21M | 0.73% | 25 |
|
|
2019
Q4 | $4.82M | Buy |
29,066
+1,491
| +5% | +$247K | 0.41% | 55 |
|
|
2019
Q3 | $4.24M | Buy |
27,575
+844
| +3% | +$130K | 0.42% | 48 |
|
|
2019
Q2 | $4.19M | Buy |
26,731
+1,849
| +7% | +$290K | 0.46% | 44 |
|
|
2019
Q1 | $3.8M | Buy |
24,882
+19
| +0.1% | +$2.9K | 0.47% | 44 |
|
|
2018
Q4 | $3.28M | Buy |
24,863
+433
| +2% | +$57.2K | 0.47% | 49 |
|
|
2018
Q3 | $3.97M | Buy |
24,430
+2,847
| +13% | +$463K | 0.47% | 48 |
|
|
2018
Q2 | $3.36M | Buy |
21,583
+826
| +4% | +$129K | 0.44% | 54 |
|
|
2018
Q1 | $3.05M | Buy |
20,757
+1,214
| +6% | +$178K | 0.43% | 54 |
|
|
2017
Q4 | $2.89M | Buy |
19,543
+4,849
| +33% | +$717K | 0.39% | 64 |
|
|
2017
Q3 | $2.08M | Buy |
14,694
+5,697
| +63% | +$805K | 0.35% | 77 |
|
|
2017
Q2 | $1.22M | Buy |
8,997
+421
| +5% | +$57.1K | 0.22% | 127 |
|
|
2017
Q1 | $1.14M | Buy |
8,576
+510
| +6% | +$68K | 0.23% | 115 |
|
|
2016
Q4 | $1.04M | Sell |
8,066
-5,694
| -41% | -$735K | 0.21% | 124 |
|
|
2016
Q3 | $1.68M | Buy |
13,760
+60
| +0.4% | +$7.33K | 0.33% | 70 |
|
|
2016
Q2 | $1.59M | Buy |
13,700
+1,081
| +9% | +$125K | 0.32% | 70 |
|
|
2016
Q1 | $1.41M | Buy |
12,619
+1,413
| +13% | +$157K | 0.33% | 73 |
|
|
2015
Q4 | $1.24M | Buy |
11,206
+4,724
| +73% | +$523K | 0.25% | 107 |
|
|
2015
Q3 | $701K | Sell |
6,482
-310
| -5% | -$33.5K | 0.17% | 165 |
|
|
2015
Q2 | $826K | Buy |
6,792
+40
| +0.6% | +$4.87K | 0.21% | 135 |
|
|
2015
Q1 | $827K | Sell |
6,752
-75
| -1% | -$9.19K | 0.2% | 135 |
|
|
2014
Q4 | $796 | Sell |
6,827
-139
| -2% | -$16 | 0.02% | 802 |
|
|
2014
Q3 | $771K | Sell |
6,966
-8,210
| -54% | -$909K | 0.2% | 135 |
|
|
2014
Q2 | $888K | Buy |
15,176
+7,599
| +100% | +$445K | 0.21% | 106 |
|
|
2014
Q1 | $856K | Buy |
7,577
+15
| +0.2% | +$1.7K | 0.26% | 84 |
|
|
2013
Q4 | $831K | Sell |
7,562
-329
| -4% | -$36.2K | 0.27% | 90 |
|
|
2013
Q3 | $809K | Buy |
7,891
+35
| +0.4% | +$3.59K | 0.28% | 83 |
|
|
2013
Q2 | $736K | Buy |
+7,856
| New | +$736K | 0.25% | 88 |
|