B. Riley Wealth Advisors’s Vanguard Energy ETF VDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.88M | Buy |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $1.6M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $554K | Buy |
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|
2022
Q1 | $531K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $348K | Sell |
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|
2021
Q2 | $6.65M | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Sell |
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|
2019
Q3 | $236K | Sell |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $288K | Sell |
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|
2018
Q4 | $252K | Sell |
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|
2018
Q3 | $360K | Sell |
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|
2018
Q2 | $471K | Buy |
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|
2018
Q1 | $362K | Sell |
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|
2017
Q4 | $595K | Sell |
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|
2017
Q3 | $604K | Hold |
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|
2017
Q2 | $604K | Buy |
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|
2017
Q1 | $609K | Buy |
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|
2016
Q4 | $628K | Sell |
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|
2016
Q3 | $545K | Sell |
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|
2016
Q2 | $536K | Sell |
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|
2016
Q1 | $486K | Sell |
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|
2015
Q4 | $869K | Buy |
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|
2015
Q3 | $666K | Buy |
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|
2015
Q2 | $752K | Buy |
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|
2015
Q1 | $486K | Buy |
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|
2014
Q4 | $362 | Buy |
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|
2014
Q3 | $336K | Sell |
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|
2014
Q2 | $352K | Buy |
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|
2014
Q1 | $286K | Buy |
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|
2013
Q4 | $190K | Hold |
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|
2013
Q3 | $179K | Buy |
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|
2013
Q2 | $159K | Buy |
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