B. Riley Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.76M | Sell |
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|
2025
Q2 | $2.33M | Buy |
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|
2024
Q4 | $4.72M | Sell |
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|
2024
Q3 | $4.98M | Sell |
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|
2024
Q2 | $5.13M | Sell |
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|
2024
Q1 | $6.37M | Buy |
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|
2023
Q4 | $6.21M | Sell |
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|
2023
Q3 | $6.37M | Buy |
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|
2023
Q2 | $5.81M | Sell |
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|
2023
Q1 | $5.93M | Buy |
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|
2022
Q4 | $5.69M | Buy |
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|
2022
Q3 | $4.69M | Buy |
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|
2022
Q2 | $2.52M | Sell |
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|
2022
Q1 | $3.23M | Sell |
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|
2021
Q4 | $3.37M | Sell |
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|
2021
Q3 | $3.23M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $2.14M | Sell |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $1.55M | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.37M | Buy |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.06M | Sell |
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|
2018
Q4 | $944K | Sell |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.09M | Buy |
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|
2018
Q1 | $888K | Buy |
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|
2017
Q4 | $768K | Buy |
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|
2017
Q3 | $544K | Buy |
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|
2017
Q2 | $356K | Buy |
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|
2017
Q1 | $344K | Buy |
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|
2016
Q4 | $335K | Sell |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $427K | Buy |
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|
2016
Q1 | $279K | Sell |
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|
2015
Q4 | $351K | Buy |
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|
2015
Q3 | $283K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $251K | Buy |
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|
2014
Q4 | $122 | Buy |
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