B. Riley Wealth Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

B. Riley Wealth Advisors’s Portfolio VDC Stock Details VDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$437K	Buy	1,909 +183	+11%	+$41.7K	0.02%	505
2026 Q1	$387K	Sell	1,726 -693	-29%	-$159K	0.03%	509
2025 Q4	$511K	Buy	2,419 +13	+0.5%	+$2.77K	0.02%	509
2025 Q3	$514K	Buy	2,406 +32	+1%	+$7.01K	0.02%	514
2025 Q2	$520K	Buy	+2,374	New	+$520K	0.03%	518
2024 Q4	$1.25M	Sell	5,933 -60	-1%	-$13K	0.04%	384
2024 Q3	$1.3M	Sell	5,993 -63	-1%	-$13.4K	0.04%	433
2024 Q2	$1.24M	Buy	6,056 +2,268	+60%	+$461K	0.03%	470
2024 Q1	$696K	Buy	3,788 +223	+6%	+$43.8K	0.02%	642
2023 Q4	$681K	Sell	3,565 -223	-6%	-$40.9K	0.02%	672
2023 Q3	$696K	Sell	3,788 -2,059	-35%	-$397K	0.02%	642
2023 Q2	$1.15M	Sell	5,847 -472	-7%	-$92.2K	0.03%	517
2023 Q1	$1.22M	Buy	6,319 +194	+3%	+$36.8K	0.03%	479
2022 Q4	$1.17M	Buy	6,125 +2,829	+86%	+$532K	0.03%	481
2022 Q3	$567K	Buy	3,296 +144	+5%	+$27.2K	0.02%	699
2022 Q2	$585K	Buy	3,152 +55	+2%	+$10.6K	0.02%	594
2022 Q1	$607K	Buy	3,097 +3	+0.1%	+$584	0.02%	657
2021 Q4	$619K	Buy	3,094 +25	+0.8%	+$4.71K	0.02%	715
2021 Q3	$550K	Sell	3,069 -53	-2%	-$9.81K	0.02%	728
2021 Q2	$569K	Sell	3,122 -97	-3%	-$17.7K	0.02%	706
2021 Q1	$574K	Buy	3,219 +95	+3%	+$16.3K	0.02%	670
2020 Q4	$544K	Sell	3,124 -2	-0.1%	-$339	0.03%	514
2020 Q3	$506K	Buy	3,126 +478	+18%	+$77K	0.03%	524
2020 Q2	$397K	Sell	2,648 -55	-2%	-$8.15K	0.03%	531
2020 Q1	$373K	Buy	2,703 +237	+10%	+$36.5K	0.03%	478
2019 Q4	$398K	Sell	2,466 -10	-0.4%	-$1.57K	0.03%	501
2019 Q3	$388K	Buy	2,476 +93	+4%	+$14.3K	0.04%	499
2019 Q2	$355K	Buy	2,383 +493	+26%	+$72.6K	0.04%	500
2019 Q1	$275K	Sell	1,890 -2,089	-53%	-$290K	0.03%	534
2018 Q4	$522K	Buy	3,979 +1,703	+75%	+$239K	0.07%	285
2018 Q3	$319K	Sell	2,276 -14	-0.6%	-$1.95K	0.04%	474
2018 Q2	$308K	Buy	2,290 +662	+41%	+$87.6K	0.04%	456
2018 Q1	$222K	Buy	1,628 +1	+0.1%	+$142	0.03%	552
2017 Q4	$238K	Buy	+1,627	New	+$229K	0.03%	528
2017 Q3	–	Sell	-2,183	Closed	-$308K	–	596
2017 Q2	$308K	Buy	2,183 +16	+0.7%	+$2.29K	0.06%	357
2017 Q1	$305K	Buy	2,167 +1	+0%	+$139	0.06%	336
2016 Q4	$291K	Sell	2,166 -1,239	-36%	-$166K	0.06%	356
2016 Q3	$467K	Buy	3,405 +760	+29%	+$106K	0.09%	283
2016 Q2	$374K	Buy	+2,645	New	+$360K	0.07%	333
2016 Q1	–	Sell	-2,852	Closed	-$369K	–	616
2015 Q4	$369K	Buy	2,852 +1,119	+65%	+$143K	0.07%	308
2015 Q3	$211K	Sell	1,733 -579	-25%	-$73.4K	0.05%	466
2015 Q2	$289K	Sell	2,312 -490	-17%	-$62.3K	0.07%	342
2015 Q1	$356K	Hold	2,802	–	–	0.09%	305
2014 Q4	$351	Hold	2,802	–	–	0.01%	1045
2014 Q3	$329K	Sell	2,802 -1,293	-32%	-$150K	0.09%	324
2014 Q2	$207K	Buy	4,095 +1,783	+77%	+$203K	0.05%	437
2014 Q1	$256K	Buy	+2,312	New	+$249K	0.08%	304