BRWA
B. Riley Wealth Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
+86,494
| New | +$6.88M | 0.32% | 59 |
|
|
2024
Q4 | $8.22M | Sell |
105,423
-19,063
| -15% | -$1.49M | 0.27% | 75 |
|
|
2024
Q3 | $9.87M | Sell |
124,486
-18,131
| -13% | -$1.44M | 0.27% | 75 |
|
|
2024
Q2 | $11M | Sell |
142,617
-211,791
| -60% | -$16.4M | 0.28% | 68 |
|
|
2024
Q1 | $26.6M | Buy |
354,408
+124,858
| +54% | +$9.38M | 0.72% | 19 |
|
|
2023
Q4 | $17.8M | Sell |
229,550
-124,858
| -35% | -$9.66M | 0.48% | 33 |
|
|
2023
Q3 | $26.6M | Buy |
354,408
+101,856
| +40% | +$7.65M | 0.72% | 19 |
|
|
2023
Q2 | $19.1M | Sell |
252,552
-22,974
| -8% | -$1.74M | 0.43% | 49 |
|
|
2023
Q1 | $21M | Buy |
275,526
+26,726
| +11% | +$2.04M | 0.56% | 33 |
|
|
2022
Q4 | $18.7M | Sell |
248,800
-23,603
| -9% | -$1.77M | 0.52% | 38 |
|
|
2022
Q3 | $20.2M | Buy |
272,403
+253,612
| +1,350% | +$18.8M | 0.61% | 26 |
|
|
2022
Q2 | $1.43M | Sell |
18,791
-9,489
| -34% | -$724K | 0.06% | 319 |
|
|
2022
Q1 | $2.21M | Sell |
28,280
-3,124
| -10% | -$244K | 0.07% | 277 |
|
|
2021
Q4 | $2.55M | Sell |
31,404
-2,728
| -8% | -$222K | 0.07% | 289 |
|
|
2021
Q3 | $2.81M | Buy |
34,132
+232
| +0.7% | +$19.1K | 0.09% | 257 |
|
|
2021
Q2 | $2.8M | Buy |
33,900
+229
| +0.7% | +$18.9K | 0.09% | 260 |
|
|
2021
Q1 | $2.78M | Buy |
33,671
+5,320
| +19% | +$439K | 0.1% | 235 |
|
|
2020
Q4 | $2.36M | Sell |
28,351
-15,385
| -35% | -$1.28M | 0.13% | 179 |
|
|
2020
Q3 | $3.62M | Buy |
43,736
+20,928
| +92% | +$1.73M | 0.19% | 119 |
|
|
2020
Q2 | $1.89M | Buy |
22,808
+2,557
| +13% | +$211K | 0.13% | 176 |
|
|
2020
Q1 | $1.6M | Buy |
20,251
+13,559
| +203% | +$1.07M | 0.14% | 158 |
|
|
2019
Q4 | $543K | Buy |
6,692
+245
| +4% | +$19.9K | 0.05% | 410 |
|
|
2019
Q3 | $523K | Sell |
6,447
-59,921
| -90% | -$4.86M | 0.05% | 395 |
|
|
2019
Q2 | $5.36M | Buy |
66,368
+60,003
| +943% | +$4.84M | 0.59% | 35 |
|
|
2019
Q1 | $508K | Sell |
6,365
-1,559
| -20% | -$124K | 0.06% | 340 |
|
|
2018
Q4 | $618K | Sell |
7,924
-735
| -8% | -$57.3K | 0.09% | 245 |
|
|
2018
Q3 | $677K | Sell |
8,659
-952
| -10% | -$74.4K | 0.08% | 269 |
|
|
2018
Q2 | $751K | Buy |
9,611
+985
| +11% | +$77K | 0.1% | 222 |
|
|
2018
Q1 | $677K | Buy |
8,626
+4,155
| +93% | +$326K | 0.09% | 230 |
|
|
2017
Q4 | $355K | Sell |
4,471
-72
| -2% | -$5.72K | 0.05% | 394 |
|
|
2017
Q3 | $364K | Buy |
4,543
+124
| +3% | +$9.94K | 0.06% | 333 |
|
|
2017
Q2 | $354K | Sell |
4,419
-214
| -5% | -$17.1K | 0.06% | 321 |
|
|
2017
Q1 | $370K | Buy |
4,633
+676
| +17% | +$54K | 0.07% | 290 |
|
|
2016
Q4 | $315K | Buy |
3,957
+247
| +7% | +$19.7K | 0.06% | 332 |
|
|
2016
Q3 | $299K | Sell |
3,710
-180
| -5% | -$14.5K | 0.06% | 402 |
|
|
2016
Q2 | $315K | Sell |
3,890
-418
| -10% | -$33.8K | 0.06% | 379 |
|
|
2016
Q1 | $345K | Buy |
4,308
+77
| +2% | +$6.17K | 0.08% | 309 |
|
|
2015
Q4 | $335K | Buy |
+4,231
| New | +$335K | 0.07% | 332 |
|
|
2015
Q1 | – | Sell |
-13
| Closed | -$1 | – | 1929 |
|
|
2014
Q4 | $1 | Buy |
+13
| New | +$1 | ﹤0.01% | 3580 |
|